EP Wealth 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 | $277K | Buy |
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|
2025
Q1 | $163K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $132K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $169K | Buy |
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|
2021
Q4 | $192K | Buy |
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|
2021
Q3 | $184K | Buy |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $154K | Buy |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $90K | Buy |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $148K | Buy |
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|
2019
Q3 | $108K | Buy |
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