Financial Synergies Wealth Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-128
| Closed | -$1.21K | – | 112 |
|
|
2024
Q1 | $1.21K | Hold |
128
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $999 | Hold |
128
| – | – | ﹤0.01% | 326 |
|
|
2023
Q3 | $998 | Hold |
128
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $1.01K | Hold |
128
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $921 | Hold |
128
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $999 | Buy |
+128
| New | +$999 | ﹤0.01% | 326 |
|