Alera Investment Advisors’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,013
Closed -$8K 174
2019
Q1
$8K Buy
1,013
+129
+15% +$1.02K ﹤0.01% 508
2018
Q4
$6K Buy
+884
New +$6K ﹤0.01% 545