Financial Counselors Inc’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,133
| Closed | -$401K | – | 60 |
|
|
2025
Q1 | $401K | Sell |
26,133
-10,406
| -28% | -$160K | 0.01% | 453 |
|
|
2024
Q4 | $486K | Buy |
36,539
+252
| +0.7% | +$3.35K | 0.01% | 415 |
|
|
2024
Q3 | $441K | Buy |
36,287
+3,146
| +9% | +$38.2K | 0.01% | 451 |
|
|
2024
Q2 | $355K | Buy |
33,141
+7,655
| +30% | +$82K | 0.01% | 456 |
|
|
2024
Q1 | $241K | Hold |
25,486
| – | – | ﹤0.01% | 531 |
|
|
2023
Q4 | $201K | Sell |
25,486
-3,526
| -12% | -$27.8K | ﹤0.01% | 552 |
|
|
2023
Q3 | $226K | Buy |
29,012
+704
| +2% | +$5.48K | ﹤0.01% | 517 |
|
|
2023
Q2 | $223K | Hold |
28,308
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $204K | Hold |
28,308
| – | – | ﹤0.01% | 484 |
|
|
2022
Q4 | $221K | Hold |
28,308
| – | – | 0.01% | 471 |
|
|
2022
Q3 | $181K | Sell |
28,308
-159
| -0.6% | -$1.02K | ﹤0.01% | 465 |
|
|
2022
Q2 | $216K | Sell |
28,467
-192
| -0.7% | -$1.46K | 0.01% | 469 |
|
|
2022
Q1 | $226K | Hold |
28,659
| – | – | ﹤0.01% | 477 |
|
|
2021
Q4 | $297K | Hold |
28,659
| – | – | 0.01% | 428 |
|
|
2021
Q3 | $296K | Buy |
+28,659
| New | +$296K | 0.01% | 451 |
|
|
2016
Q1 | – | Sell |
-19,768
| Closed | -$240K | – | 442 |
|
|
2015
Q4 | $240K | Buy |
19,768
+1,110
| +6% | +$13.5K | 0.02% | 389 |
|
|
2015
Q3 | $257K | Buy |
18,658
+4,827
| +35% | +$66.5K | 0.02% | 374 |
|
|
2015
Q2 | $212K | Buy |
+13,831
| New | +$212K | 0.01% | 418 |
|