BWL
BCS.PRD.CL

Bogart Wealth LLC’s Barclays Bank Plc BCS.PRD.CL Stock Holding History

Bogart Wealth LLC’s Portfolio BCS.PRD.CL Stock Details BCS.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$26K – 385
2018
Q3 		$26K Hold
1,000
– – 0.02% 176
2018
Q2 		$26K Buy
+1,000
New +$26.2K 0.02% 186

Other funds holding BCS.PRD.CL

EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Bogart Wealth LLC's BCS.PRD.CL Position: Q4 2018 in Review

Bogart Wealth LLC sold out of Barclays Bank Plc (BCS.PRD.CL) in Q4 2018, closing a stake of 1,000 shares — an estimated $26K sold.

Bogart Wealth LLC first reported a position in BCS.PRD.CL in Q2 2018 and held it in 2 quarters. The position peaked at $26K in Q3 2018. 2 funds tracked by Wall St. Rank hold BCS.PRD.CL as of Q4 2018.

  • Bogart Wealth LLC reported no remaining Barclays Bank Plc position as of Q4 2018 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,000 Barclays Bank Plc shares in Q4 2018, an estimated $26K.
  • Bogart Wealth LLC first reported a position in Barclays Bank Plc in Q2 2018 and held it in 2 quarters.
  • Bogart Wealth LLC's Barclays Bank Plc position peaked at $26K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Barclays Bank Plc as of Q4 2018.

Based on Bogart Wealth LLC's 13F filing for Q4 2018, filed 15 Jan 2019.