Americana Partners’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,632
| Closed | -$274K | – | 275 |
|
|
2022
Q4 | $274K | Sell |
35,632
-622
| -2% | -$4.78K | 0.05% | 208 |
|
|
2022
Q3 | $232K | Buy |
36,254
+4,014
| +12% | +$25.7K | 0.04% | 212 |
|
|
2022
Q2 | $244K | Buy |
32,240
+4,200
| +15% | +$31.8K | 0.04% | 212 |
|
|
2022
Q1 | $241K | Buy |
28,040
+16,614
| +145% | +$143K | 0.07% | 201 |
|
|
2021
Q4 | $118K | Buy |
+11,426
| New | +$118K | 0.02% | 254 |
|