D'Orazio & Associates’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
37,221
+348
| +0.9% | +$6.47K | 0.1% | 78 |
|
|
2025
Q1 | $566K | Buy |
36,873
+759
| +2% | +$11.7K | 0.09% | 86 |
|
|
2024
Q4 | $480K | Buy |
36,114
+611
| +2% | +$8.12K | 0.07% | 92 |
|
|
2024
Q3 | $431K | Buy |
35,503
+11,422
| +47% | +$139K | 0.06% | 101 |
|
|
2024
Q2 | $258K | Buy |
24,081
+7,874
| +49% | +$84.3K | 0.04% | 158 |
|
|
2024
Q1 | $153K | Buy |
16,207
+3,291
| +25% | +$31.1K | 0.02% | 185 |
|
|
2023
Q4 | $102K | Sell |
12,916
-3,502
| -21% | -$27.6K | 0.02% | 173 |
|
|
2023
Q3 | $128K | Buy |
+16,418
| New | +$128K | 0.03% | 142 |
|
|
2021
Q4 | – | Sell |
-2,632
| Closed | -$27K | – | 160 |
|
|
2021
Q3 | $27K | Buy |
+2,632
| New | +$27K | 0.01% | 312 |
|