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 |
|