Bartlett & Co. Wealth Management LLC Select Sector Spdr Fd Material Transaction History

Bartlett & Co. Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$88.28 - $93.06 $13,242 - $13,959	150 New	150 $13.2 Million
Q2 2022 Feb 14, 2024	SELL	$73.54 - $90.55 $560,007 - $689,538	-7,615 Closed	0 $0
Q2 2020 Feb 13, 2024	SELL	$42.61 - $59.91 $19,813 - $27,858	-465 Reduced 5.75%	7,615 $429 Million
Q3 2019 Feb 13, 2024	SELL	$56.94 - $59.14 $42,477 - $44,118	-746 Reduced 8.45%	8,080 $470 Million
Q2 2019 Feb 13, 2024	BUY	N/A	746 Added 9.23%	8,826 $516 Million
Q1 2018 Feb 13, 2024	BUY	N/A	8,080 New	8,080 $460 Million

921

57.3M

22.2M

24.1M

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.