Coldstream Capital Management’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
18,454
+4,092
+28% +$76.1K 0.01% 819
2025
Q1
$221K Buy
14,362
+3,822
+36% +$58.7K ﹤0.01% 955
2024
Q4
$140K Buy
10,540
+259
+3% +$3.44K ﹤0.01% 1035
2024
Q3
$125K Buy
+10,281
New +$125K ﹤0.01% 1057