Bartlett & Co’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 | -$2K | – | 940 |
|
|
2021
Q2 | $2K | Hold |
195
| – | – | ﹤0.01% | 834 |
|
|
2021
Q1 | $2K | Hold |
195
| – | – | ﹤0.01% | 864 |
|
|
2020
Q4 | $2K | Buy |
+195
| New | +$2K | ﹤0.01% | 897 |
|
|
2019
Q2 | – | Sell |
-192
| Closed | -$2K | – | 733 |
|
|
2019
Q1 | $2K | Buy |
+192
| New | +$2K | ﹤0.01% | 643 |
|
|
2013
Q4 | – | Sell |
-62
| Closed | -$1K | – | 687 |
|
|
2013
Q3 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 770 |
|