EverSource 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 | $237K | Buy |
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|
2025
Q1 | $155K | Sell |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $55.1K | Buy |
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|
2024
Q2 | $50.4K | Buy |
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|
2024
Q1 | $37.3K | Buy |
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|
2023
Q4 | $16.7K | Buy |
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|
2023
Q3 | $8.74K | Buy |
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|
2023
Q2 | $2.5K | Sell |
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|
2023
Q1 | $4.44K | Buy |
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|
2022
Q4 | $2.71K | Sell |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $93K | Buy |
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