Center for Financial Planning’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	-225	Closed	-$3.46K	–	655
2025 Q1	$3.46K	Hold	225	–	–	﹤0.01%	554
2024 Q4	$2.99K	Buy	+225	New	+$2.99K	﹤0.01%	514
2020 Q2	–	Sell	-209	Closed	-$1K	–	462
2020 Q1	$1K	Buy	+209	New	+$1K	﹤0.01%	522