Bell Investment Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Hold |
836
| – | – | ﹤0.01% | 502 |
|
|
2025
Q1 | $12.8K | Hold |
836
| – | – | ﹤0.01% | 512 |
|
|
2024
Q4 | $11.1K | Hold |
836
| – | – | ﹤0.01% | 558 |
|
|
2024
Q3 | $10.2K | Hold |
836
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $8.95K | Hold |
836
| – | – | ﹤0.01% | 659 |
|
|
2024
Q1 | $7.9K | Hold |
836
| – | – | ﹤0.01% | 684 |
|
|
2023
Q4 | $6.59K | Buy |
836
+453
| +118% | +$3.57K | ﹤0.01% | 733 |
|
|
2023
Q3 | $2.98K | Hold |
383
| – | – | ﹤0.01% | 1084 |
|
|
2023
Q2 | $3.01K | Hold |
383
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q1 | $2.75K | Hold |
383
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q4 | $2.99K | Hold |
383
| – | – | ﹤0.01% | 1068 |
|
|
2022
Q3 | $2K | Buy |
383
+12
| +3% | +$63 | ﹤0.01% | 1042 |
|
|
2022
Q2 | $3K | Buy |
+371
| New | +$3K | ﹤0.01% | 897 |
|
|
2021
Q4 | $4K | Hold |
372
| – | – | ﹤0.01% | 832 |
|
|
2021
Q3 | $4K | Buy |
+372
| New | +$4K | ﹤0.01% | 771 |
|