Cerity Partners’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.2M | Buy |
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|
2025
Q2 | $4.53M | Buy |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $928K | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $502K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $165K | Sell |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | $202K | Buy |
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|
2018
Q1 | $189K | Sell |
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|
2017
Q4 | $222K | Buy |
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|
2017
Q3 | $202K | Buy |
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|
2017
Q2 | $122K | Buy |
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|
2017
Q1 | $127K | Buy |
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