Envestnet Portfolio Solutions’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
$524K Sell
2025
Q1
$544K Sell
2024
Q4
$872K Buy
2024
Q3
$727K Buy
2024
Q2
$582K Buy
2024
Q1
$475K Buy
2023
Q4
$336K Sell
2023
Q3
$343K Buy