Altium Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $576K | Sell |
75,758
-7,077
| -9% | -$53.8K | 0.04% | 215 |
|
|
2022
Q1 | $654K | Sell |
82,835
-1,924
| -2% | -$15.2K | 0.04% | 220 |
|
|
2021
Q4 | $877K | Sell |
84,759
-676
| -0.8% | -$7K | 0.06% | 171 |
|
|
2021
Q3 | $882K | Hold |
85,435
| – | – | 0.06% | 153 |
|
|
2021
Q2 | $824K | Sell |
85,435
-1,197
| -1% | -$11.5K | 0.06% | 154 |
|
|
2021
Q1 | $886K | Sell |
86,632
-2,693
| -3% | -$27.5K | 0.07% | 123 |
|
|
2020
Q4 | $714K | Sell |
89,325
-11,622
| -12% | -$92.9K | 0.06% | 133 |
|
|
2020
Q3 | $506K | Buy |
100,947
+6,589
| +7% | +$33K | 0.05% | 166 |
|
|
2020
Q2 | $534K | Buy |
94,358
+39,960
| +73% | +$226K | 0.06% | 150 |
|
|
2020
Q1 | $246K | Buy |
+54,398
| New | +$246K | 0.03% | 251 |
|
|
2019
Q1 | – | Sell |
-11,917
| Closed | -$86K | – | 287 |
|
|
2018
Q4 | $86K | Sell |
11,917
-10,730
| -47% | -$77.4K | 0.02% | 261 |
|
|
2018
Q3 | $194K | Sell |
22,647
-10,087
| -31% | -$86.4K | 0.04% | 278 |
|
|
2018
Q2 | $314K | Buy |
+32,734
| New | +$314K | 0.08% | 172 |
|