Financial Gravity Asset Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$94 | – | 1287 |
|
|
2023
Q2 | $94 | Buy |
+8
| New | +$94 | ﹤0.01% | 1312 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$76 | – | 1177 |
|
|
2022
Q4 | $76 | Buy |
+8
| New | +$76 | ﹤0.01% | 1165 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 781 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 506 |
|
|
2020
Q2 | – | Sell |
-32
| Closed | -$147 | – | 96 |
|
|
2020
Q1 | $147 | Sell |
32
-49
| -60% | -$225 | ﹤0.01% | 810 |
|
|
2019
Q4 | $10K | Sell |
81
-12
| -13% | -$1.48K | 0.01% | 1189 |
|
|
2019
Q3 | $1K | Buy |
93
+13
| +16% | +$140 | ﹤0.01% | 979 |
|
|
2019
Q2 | $1K | Sell |
80
-72
| -47% | -$900 | ﹤0.01% | 1002 |
|
|
2019
Q1 | $1K | Buy |
+152
| New | +$1K | ﹤0.01% | 1041 |
|
|
2018
Q3 | $1K | Sell |
99
-8
| -7% | -$81 | ﹤0.01% | 1084 |
|
|
2018
Q2 | $1K | Sell |
107
-34
| -24% | -$318 | ﹤0.01% | 1105 |
|
|
2018
Q1 | $2K | Buy |
+141
| New | +$2K | ﹤0.01% | 924 |
|