Cornerstone Planning Group’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.21K Buy
2025
Q1
$4.54K Hold
2024
Q4
$4.19K Buy
2024
Q3
$3.01K Buy
2024
Q2
$2.04K Buy
2024
Q1
$1.07K Buy
2023
Q3
Sell
2023
Q2
$1.17K Buy
2022
Q4
$1.33K Buy