Canopy Partners’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $243K | Hold |
13,061
| – | – | 0.09% | 180 |
|
2025
Q1 | $201K | Hold |
13,061
| – | – | 0.08% | 196 |
|
2024
Q4 | $174K | Buy |
13,061
+59
| +0.5% | +$784 | 0.07% | 193 |
|
2024
Q3 | $158K | Buy |
13,002
+58
| +0.4% | +$705 | 0.07% | 192 |
|
2024
Q2 | $139K | Hold |
12,944
| – | – | 0.06% | 183 |
|
2024
Q1 | $122K | Buy |
12,944
+394
| +3% | +$3.72K | 0.06% | 185 |
|
2023
Q4 | $98.9K | Buy |
+12,550
| New | +$98.9K | 0.06% | 156 |
|