Advisor Group’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $729K | Buy |
76,642
+38,394
| +100% | +$365K | 0.01% | 1411 |
|
2019
Q3 | $281K | Buy |
38,248
+4,428
| +13% | +$32.5K | ﹤0.01% | 2059 |
|
2019
Q2 | $251K | Buy |
33,820
+2,497
| +8% | +$18.5K | ﹤0.01% | 2129 |
|
2019
Q1 | $245K | Sell |
31,323
-11,596
| -27% | -$90.7K | ﹤0.01% | 2115 |
|
2018
Q4 | $309K | Buy |
42,919
+5,545
| +15% | +$39.9K | ﹤0.01% | 1762 |
|
2018
Q3 | $320K | Buy |
37,374
+11,390
| +44% | +$97.5K | ﹤0.01% | 1809 |
|
2018
Q2 | $249K | Sell |
25,984
-29,049
| -53% | -$278K | ﹤0.01% | 1811 |
|
2018
Q1 | $622K | Sell |
55,033
-28,857
| -34% | -$326K | 0.01% | 1158 |
|
2017
Q4 | $873K | Buy |
83,890
+15,905
| +23% | +$166K | 0.01% | 980 |
|
2017
Q3 | $673K | Sell |
67,985
-1,707
| -2% | -$16.9K | 0.01% | 1031 |
|
2017
Q2 | $703K | Buy |
69,692
+157
| +0.2% | +$1.58K | 0.01% | 935 |
|
2017
Q1 | $742K | Buy |
69,535
+6,908
| +11% | +$73.7K | 0.02% | 867 |
|
2016
Q4 | $648K | Buy |
62,627
+7,169
| +13% | +$74.2K | 0.01% | 858 |
|
2016
Q3 | $454K | Buy |
55,458
+34,137
| +160% | +$279K | 0.01% | 1019 |
|
2016
Q2 | $149K | Buy |
+21,321
| New | +$149K | ﹤0.01% | 1660 |
|