Avantax Advisory Services’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
31,875
+1,892
| +6% | +$35.2K | ﹤0.01% | 1482 |
|
|
2025
Q1 | $461K | Buy |
29,983
+169
| +0.6% | +$2.6K | ﹤0.01% | 1556 |
|
|
2024
Q4 | $396K | Buy |
29,814
+1,103
| +4% | +$14.7K | ﹤0.01% | 1597 |
|
|
2024
Q3 | $349K | Sell |
28,711
-913
| -3% | -$11.1K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $317K | Buy |
+29,624
| New | +$317K | ﹤0.01% | 1657 |
|