Diversified Trust’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
89,050
-9,864
| -10% | -$183K | 0.04% | 272 |
|
|
2025
Q1 | $1.52M | Buy |
98,914
+44,994
| +83% | +$691K | 0.04% | 260 |
|
|
2024
Q4 | $717K | Buy |
53,920
+1,348
| +3% | +$17.9K | 0.02% | 479 |
|
|
2024
Q3 | $639K | Buy |
52,572
+335
| +0.6% | +$4.07K | 0.02% | 523 |
|
|
2024
Q2 | $559K | Buy |
+52,237
| New | +$559K | 0.02% | 505 |
|