Avalon Investment & Advisory’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$85K Sell
2022
Q3
$167K Sell
2022
Q2
$211K Sell
2022
Q1
$254K Sell
2021
Q4
$710K Sell
2021
Q3
$1.21M Sell
2021
Q2
$2.72M Buy
2021
Q1
$2.23M Buy