AWA
Aaron Wealth Advisors’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
34,083
+1,963
| +6% | +$36.5K | 0.06% | 191 |
|
|
2025
Q1 | $493K | Buy |
32,120
+1,240
| +4% | +$19K | 0.06% | 222 |
|
|
2024
Q4 | $410K | Buy |
30,880
+4,120
| +15% | +$54.8K | 0.05% | 248 |
|
|
2024
Q3 | $325K | Buy |
26,760
+4,959
| +23% | +$60.3K | 0.04% | 278 |
|
|
2024
Q2 | $233K | Buy |
21,801
+817
| +4% | +$8.75K | 0.03% | 281 |
|
|
2024
Q1 | $198K | Buy |
+20,984
| New | +$198K | 0.03% | 303 |
|
|
2022
Q2 | – | Sell |
-7,639
| Closed | -$967K | – | 263 |
|
|
2022
Q1 | $967K | Buy |
+7,639
| New | +$967K | 0.01% | 367 |
|