GC Wealth Management RIA’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
65,538
+5,291
+9% +$98.4K 0.1% 179
2025
Q1
$925K Sell
60,247
-13,531
-18% -$208K 0.17% 110
2024
Q4
$981K Sell
73,778
-1,615
-2% -$21.5K 0.17% 109
2024
Q3
$916K Sell
75,393
-1,425
-2% -$17.3K 0.16% 115
2024
Q2
$823K Buy
76,818
+7,086
+10% +$75.9K 0.16% 115
2024
Q1
$659K Buy
69,732
+12,524
+22% +$118K 0.13% 137
2023
Q4
$451K Buy
+57,208
New +$451K 0.2% 119