Clearstead Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-392
| Closed | -$5.21K | – | 2208 |
|
|
2024
Q4 | $5.21K | Buy |
+392
| New | +$5.21K | ﹤0.01% | 1709 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$7.79K | – | 1526 |
|
|
2023
Q3 | $7.79K | Buy |
+1,000
| New | +$7.79K | ﹤0.01% | 1150 |
|
|
2022
Q2 | – | Sell |
-1,921
| Closed | -$15K | – | 1279 |
|
|
2022
Q1 | $15K | Buy |
+1,921
| New | +$15K | ﹤0.01% | 911 |
|
|
2021
Q3 | – | Sell |
-182
| Closed | -$2K | – | 1288 |
|
|
2021
Q2 | $2K | Buy |
+182
| New | +$2K | ﹤0.01% | 1019 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | – | – | 885 |
|
|
2020
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 786 |
|
|
2020
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 768 |
|