Bartlett & Co. Wealth Management LLC First Trust Capital Strength E Transaction History

Bartlett & Co. Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Feb 14, 2024	SELL	$73.63 - $77.19 $4,344 - $4,554	-59 Closed	0 $0
Q2 2023 Feb 14, 2024	SELL	$71.23 - $75.08 $10,185 - $10,736	-143 Reduced 70.79%	59 $4.43 Million
Q1 2022 Feb 14, 2024	BUY	$73.54 - $83.8 $10,516 - $11,983	143 Added 242.37%	202 $15.8 Million
Q4 2020 Feb 13, 2024	BUY	$60.98 - $67.58 $3,597 - $3,987	59 New	59 $3.98 Million
Q3 2020 Feb 13, 2024	SELL	$58.76 - $66.41 $6,816 - $7,703	-116 Closed	0 $0
Q2 2020 Feb 13, 2024	BUY	$47.78 - $59.86 $5,542 - $6,943	116 New	116 $6.78 Million

573

65.5M

818

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.