Bartlett & Co Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-195
| Closed | -$1.88K | – | 952 |
|
2021
Q2 | $1.88K | Hold |
195
| – | – | ﹤0.01% | 862 |
|
2021
Q1 | $2.01K | Hold |
195
| – | – | ﹤0.01% | 878 |
|
2020
Q4 | $1.56K | Buy |
+195
| New | +$1.56K | ﹤0.01% | 964 |
|
2019
Q2 | – | Sell |
-192
| Closed | -$1.5K | – | 770 |
|
2019
Q1 | $1.5K | Buy |
+192
| New | +$1.5K | ﹤0.01% | 660 |
|