BBWA
Bell & Brown Wealth Advisors’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-62,425
| Closed | -$313K | – | 72 |
|
|
2020
Q1 | $313K | Buy |
62,425
+350
| +0.6% | +$1.76K | 0.29% | 63 |
|
|
2019
Q4 | $575K | Sell |
62,075
-200
| -0.3% | -$1.85K | 0.43% | 62 |
|
|
2019
Q3 | $451K | Sell |
62,275
-9,200
| -13% | -$66.6K | 0.37% | 63 |
|
|
2019
Q2 | $544K | Buy |
71,475
+1,400
| +2% | +$10.7K | 0.48% | 59 |
|
|
2019
Q1 | $561K | Sell |
70,075
-3,500
| -5% | -$28K | 0.51% | 59 |
|
|
2018
Q4 | $555K | Buy |
73,575
+6,100
| +9% | +$46K | 0.59% | 55 |
|
|
2018
Q3 | $593K | Buy |
+67,475
| New | +$593K | 0.55% | 62 |
|
|
2018
Q2 | – | Sell |
-67,975
| Closed | -$776K | – | 84 |
|
|
2018
Q1 | $776K | Buy |
+67,975
| New | +$776K | 0.82% | 52 |
|