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Beverly Hills Private Wealth’s Barclays BCS Stock Holding History

Beverly Hills Private Wealth’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Sell
14,439
-1,279
-8% -$23.8K 0.05% 281
2025
Q1 		$241K Buy
15,718
+52
+0.3% +$799 0.05% 305
2024
Q4 		$208K Sell
15,666
-236
-1% -$3.14K 0.04% 314
2024
Q3 		$193K Buy
+15,902
New +$193K 0.04% 322