Carolinas Wealth Consulting’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-349
Closed -$5.36K 89
2025
Q1
$5.36K Sell
349
-141
-29% -$2.17K ﹤0.01% 596
2024
Q4
$6.51K Sell
490
-120
-20% -$1.6K ﹤0.01% 596
2024
Q3
$7.41K Sell
610
-9
-1% -$109 ﹤0.01% 603
2024
Q2
$6.63K Buy
619
+30
+5% +$321 ﹤0.01% 611
2024
Q1
$5.74K Sell
589
-65
-10% -$634 ﹤0.01% 627
2023
Q4
$5.15K Hold
654
﹤0.01% 614
2023
Q3
$4.21K Buy
654
+182
+39% +$1.17K ﹤0.01% 632
2023
Q2
$3.71K Sell
472
-20
-4% -$157 ﹤0.01% 727
2023
Q1
$3.54K Buy
492
+59
+14% +$424 ﹤0.01% 741
2022
Q4
$3.38K Buy
+433
New +$3.38K ﹤0.01% 743