Advisory Research’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $437K | Buy |
|
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|
2023
Q1 | $312K | Buy |
|
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|
2022
Q4 | $252K | Buy |
|
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|
2022
Q3 | $196K | Buy |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $198K | Hold |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $21.4M | Buy |
|