Beacon Pointe Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $181K | Buy |
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|
2023
Q2 | $157K | Sell |
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|
2023
Q1 | $155K | Buy |
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|
2022
Q4 | $150K | Sell |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $147K | Sell |
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|
2022
Q1 | $191K | Buy |
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|
2021
Q4 | $177K | Buy |
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