Bradley & Co Private Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Hold |
19,264
| – | – | 0.22% | 33 |
|
|
2025
Q1 | $296K | Hold |
19,264
| – | – | 0.2% | 33 |
|
|
2024
Q4 | $256K | Buy |
+19,264
| New | +$256K | 0.16% | 36 |
|
|
2024
Q2 | $206K | Hold |
19,264
| – | – | 0.15% | 37 |
|
|
2024
Q1 | $182K | Hold |
19,264
| – | – | 0.15% | 38 |
|
|
2023
Q4 | $152K | Hold |
19,264
| – | – | 0.14% | 36 |
|
|
2023
Q3 | $150K | Hold |
19,264
| – | – | 0.16% | 34 |
|
|
2023
Q2 | $151K | Sell |
19,264
-10,000
| -34% | -$78.6K | 0.15% | 35 |
|
|
2023
Q1 | $210K | Hold |
29,264
| – | – | 0.23% | 30 |
|
|
2022
Q4 | $228K | Hold |
29,264
| – | – | 0.28% | 30 |
|
|
2022
Q3 | $187K | Hold |
29,264
| – | – | 0.22% | 36 |
|
|
2022
Q2 | $222K | Buy |
29,264
+1,264
| +5% | +$9.59K | 0.24% | 42 |
|
|
2022
Q1 | $221K | Hold |
28,000
| – | – | 0.19% | 46 |
|
|
2021
Q4 | $290K | Hold |
28,000
| – | – | 0.23% | 42 |
|
|
2021
Q3 | $289K | Hold |
28,000
| – | – | 0.25% | 43 |
|
|
2021
Q2 | $270K | Hold |
28,000
| – | – | 0.24% | 45 |
|
|
2021
Q1 | $286K | Buy |
+28,000
| New | +$286K | 0.26% | 45 |
|