Crewe Advisors’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 | $11K | Buy |
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|
2025
Q1 | $8.89K | Hold |
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|
2024
Q4 | $7.69K | Hold |
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|
2024
Q3 | $7.03K | Buy |
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|
2024
Q2 | $6.12K | Buy |
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|
2024
Q1 | $5.26K | Hold |
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|
2023
Q4 | $4.38K | Hold |
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|
2023
Q3 | $4.33K | Buy |
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|
2023
Q2 | $4.3K | Buy |
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|
2023
Q1 | $3.81K | Hold |
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|
2022
Q4 | $4.13K | Hold |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $5K | Sell |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $13K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2K | Buy |
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