Connectus Wealth’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-80,723
| Closed | -$635K | – | 483 |
|
|
2023
Q2 | $635K | Buy |
80,723
+4,886
| +6% | +$38.4K | 0.01% | 327 |
|
|
2023
Q1 | $545K | Buy |
+75,837
| New | +$545K | 0.01% | 331 |
|
|
2022
Q2 | – | Sell |
-84,309
| Closed | -$873K | – | 423 |
|
|
2022
Q1 | $873K | Sell |
84,309
-49,168
| -37% | -$509K | 0.03% | 261 |
|
|
2021
Q4 | $1.38M | Buy |
+133,477
| New | +$1.38M | 0.05% | 175 |
|