Advisor Partners II’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $733K | Buy |
94,133
+8,148
| +9% | +$63.5K | 0.03% | 576 |
|
|
2023
Q2 | $676K | Buy |
85,985
+8,293
| +11% | +$65.2K | 0.03% | 494 |
|
|
2023
Q1 | $559K | Buy |
77,692
+1,326
| +2% | +$9.53K | 0.03% | 522 |
|
|
2022
Q4 | $596K | Buy |
76,366
+14,423
| +23% | +$112K | 0.04% | 474 |
|
|
2022
Q3 | $396K | Buy |
+61,943
| New | +$396K | 0.03% | 526 |
|