Evergreen Capital Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
24,518
+781
| +3% | +$14.5K | 0.01% | 590 |
|
|
2025
Q1 | $371K | Buy |
23,737
+21
| +0.1% | +$328 | 0.01% | 633 |
|
|
2024
Q4 | $315K | Buy |
23,716
+222
| +0.9% | +$2.95K | 0.01% | 710 |
|
|
2024
Q3 | $285K | Buy |
23,494
+2,518
| +12% | +$30.6K | 0.01% | 738 |
|
|
2024
Q2 | $225K | Buy |
20,976
+593
| +3% | +$6.35K | 0.01% | 796 |
|
|
2024
Q1 | $198K | Buy |
+20,383
| New | +$198K | 0.01% | 803 |
|
|
2023
Q4 | – | Sell |
-20,974
| Closed | -$163K | – | 854 |
|
|
2023
Q3 | $163K | Buy |
+20,974
| New | +$163K | 0.01% | 727 |
|
|
2022
Q1 | – | Sell |
-10,848
| Closed | -$112K | – | 658 |
|
|
2021
Q4 | $112K | Buy |
+10,848
| New | +$112K | ﹤0.01% | 616 |
|
|
2020
Q2 | – | Sell |
-19,045
| Closed | -$86K | – | 396 |
|
|
2020
Q1 | $86K | Buy |
+19,045
| New | +$86K | 0.01% | 351 |
|
|
2019
Q3 | – | Sell |
-21,027
| Closed | -$157K | – | 425 |
|
|
2019
Q2 | $157K | Buy |
+21,027
| New | +$157K | 0.02% | 408 |
|