Cornerstone Planning Group’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21K | Buy |
372
+82
| +28% | +$1.59K | ﹤0.01% | 634 |
|
|
2025
Q1 | $4.54K | Hold |
290
| – | – | ﹤0.01% | 763 |
|
|
2024
Q4 | $4.19K | Buy |
290
+50
| +21% | +$723 | ﹤0.01% | 616 |
|
|
2024
Q3 | $3.01K | Buy |
240
+47
| +24% | +$590 | ﹤0.01% | 683 |
|
|
2024
Q2 | $2.04K | Buy |
193
+89
| +86% | +$943 | ﹤0.01% | 763 |
|
|
2024
Q1 | $1.07K | Buy |
+104
| New | +$1.07K | ﹤0.01% | 767 |
|
|
2023
Q3 | – | Sell |
-149
| Closed | -$1.17K | – | 1222 |
|
|
2023
Q2 | $1.17K | Buy |
+149
| New | +$1.17K | ﹤0.01% | 1315 |
|
|
2022
Q4 | $1.33K | Buy |
+149
| New | +$1.33K | ﹤0.01% | 1291 |
|