Checchi Capital Advisers’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $334K | Sell |
17,987
-1,686
| -9% | -$31.3K | 0.02% | 423 |
|
2025
Q1 | $302K | Buy |
19,673
+1,311
| +7% | +$20.1K | 0.02% | 453 |
|
2024
Q4 | $244K | Buy |
18,362
+52
| +0.3% | +$691 | 0.01% | 488 |
|
2024
Q3 | $222K | Buy |
18,310
+1,594
| +10% | +$19.4K | 0.01% | 528 |
|
2024
Q2 | $179K | Buy |
16,716
+1,727
| +12% | +$18.5K | 0.01% | 543 |
|
2024
Q1 | $142K | Buy |
14,989
+965
| +7% | +$9.12K | 0.01% | 564 |
|
2023
Q4 | $111K | Sell |
14,024
-1,162
| -8% | -$9.16K | 0.01% | 542 |
|
2023
Q3 | $118K | Sell |
15,186
-857
| -5% | -$6.68K | 0.01% | 517 |
|
2023
Q2 | $126K | Buy |
16,043
+11
| +0.1% | +$86 | 0.01% | 559 |
|
2023
Q1 | $115K | Buy |
16,032
+2,343
| +17% | +$16.8K | 0.01% | 550 |
|
2022
Q4 | $107K | Buy |
13,689
+524
| +4% | +$4.09K | 0.01% | 535 |
|
2022
Q3 | $84K | Buy |
13,165
+1,310
| +11% | +$8.36K | 0.01% | 535 |
|
2022
Q2 | $92K | Sell |
11,855
-2,852
| -19% | -$22.1K | 0.01% | 570 |
|
2022
Q1 | $116K | Sell |
14,707
-894
| -6% | -$7.05K | 0.01% | 537 |
|
2021
Q4 | $161K | Buy |
15,601
+119
| +0.8% | +$1.23K | 0.01% | 514 |
|
2021
Q3 | $160K | Buy |
15,482
+163
| +1% | +$1.69K | 0.02% | 498 |
|
2021
Q2 | $148K | Sell |
15,319
-309
| -2% | -$2.99K | 0.01% | 515 |
|
2021
Q1 | $160K | Buy |
15,628
+2,081
| +15% | +$21.3K | 0.02% | 491 |
|
2020
Q4 | $108K | Sell |
13,547
-611
| -4% | -$4.87K | 0.01% | 470 |
|
2020
Q3 | $71K | Sell |
14,158
-511
| -3% | -$2.56K | 0.01% | 435 |
|
2020
Q2 | $83K | Sell |
14,669
-216
| -1% | -$1.22K | 0.01% | 438 |
|
2020
Q1 | $67K | Buy |
14,885
+2,805
| +23% | +$12.6K | 0.01% | 374 |
|
2019
Q4 | $115K | Buy |
12,080
+1,578
| +15% | +$15K | 0.02% | 433 |
|
2019
Q3 | $77K | Sell |
10,502
-3,630
| -26% | -$26.6K | 0.01% | 418 |
|
2019
Q2 | $105K | Sell |
14,132
-702
| -5% | -$5.22K | 0.01% | 409 |
|
2019
Q1 | $116K | Sell |
14,834
-1,217
| -8% | -$9.52K | 0.01% | 405 |
|
2018
Q4 | $116K | Sell |
16,051
-3,429
| -18% | -$24.8K | 0.02% | 351 |
|
2018
Q3 | $167K | Buy |
19,480
+1,144
| +6% | +$9.81K | 0.02% | 426 |
|
2018
Q2 | $176K | Buy |
18,336
+650
| +4% | +$6.24K | 0.02% | 384 |
|
2018
Q1 | $200K | Buy |
17,686
+882
| +5% | +$9.97K | 0.03% | 374 |
|
2017
Q4 | $175K | Sell |
16,804
-1,211
| -7% | -$12.6K | 0.02% | 391 |
|
2017
Q3 | $178K | Buy |
18,015
+607
| +3% | +$6K | 0.02% | 359 |
|
2017
Q2 | $175K | Sell |
17,408
-4,418
| -20% | -$44.4K | 0.02% | 352 |
|
2017
Q1 | $233K | Sell |
21,826
-962
| -4% | -$10.3K | 0.03% | 330 |
|
2016
Q4 | $236K | Buy |
22,788
+1,137
| +5% | +$11.8K | 0.03% | 319 |
|
2016
Q3 | $177K | Sell |
21,651
-214
| -1% | -$1.75K | 0.02% | 350 |
|
2016
Q2 | $156K | Buy |
21,865
+1,161
| +6% | +$8.28K | 0.02% | 407 |
|
2016
Q1 | $167K | Buy |
20,704
+916
| +5% | +$7.39K | 0.04% | 395 |
|
2015
Q4 | $240K | Sell |
19,788
-977
| -5% | -$11.9K | 0.06% | 280 |
|
2015
Q3 | $286K | Buy |
20,765
+2,481
| +14% | +$34.2K | 0.08% | 219 |
|
2015
Q2 | $281K | Buy |
18,284
+2,071
| +13% | +$31.8K | 0.07% | 233 |
|
2015
Q1 | $220K | Buy |
16,213
+4,038
| +33% | +$54.8K | 0.07% | 298 |
|
2014
Q4 | $170K | Buy |
12,175
+197
| +2% | +$2.75K | 0.06% | 300 |
|
2014
Q3 | $165K | Sell |
11,978
-1,590
| -12% | -$21.9K | 0.07% | 258 |
|
2014
Q2 | $183K | Buy |
+13,568
| New | +$183K | 0.08% | 233 |
|