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