180 Wealth Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-23,049
| Closed | -$175K | – | 360 |
|
|
2022
Q2 | $175K | Buy |
23,049
+2,306
| +11% | +$17.5K | 0.04% | 340 |
|
|
2022
Q1 | $162K | Sell |
20,743
-566
| -3% | -$4.42K | 0.04% | 355 |
|
|
2021
Q4 | $231K | Buy |
21,309
+435
| +2% | +$4.72K | 0.05% | 323 |
|
|
2021
Q3 | $231K | Buy |
20,874
+92
| +0.4% | +$1.02K | 0.05% | 336 |
|
|
2021
Q2 | $217K | Buy |
20,782
+4,387
| +27% | +$45.8K | 0.05% | 332 |
|
|
2021
Q1 | $169K | Buy |
+16,395
| New | +$169K | 0.04% | 339 |
|