Envestnet Portfolio Solutions’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
28,207
-7,224
| -20% | -$134K | ﹤0.01% | 1078 |
|
|
2025
Q1 | $544K | Sell |
35,431
-30,162
| -46% | -$463K | ﹤0.01% | 1010 |
|
|
2024
Q4 | $872K | Buy |
65,593
+5,781
| +10% | +$76.8K | ﹤0.01% | 991 |
|
|
2024
Q3 | $727K | Buy |
59,812
+5,516
| +10% | +$67K | ﹤0.01% | 1027 |
|
|
2024
Q2 | $582K | Buy |
54,296
+3,984
| +8% | +$42.7K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $475K | Buy |
50,312
+7,734
| +18% | +$73.1K | ﹤0.01% | 1144 |
|
|
2023
Q4 | $336K | Sell |
42,578
-1,395
| -3% | -$11K | ﹤0.01% | 1236 |
|
|
2023
Q3 | $343K | Buy |
+43,973
| New | +$343K | ﹤0.01% | 1159 |
|