Global Retirement Partners’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.4K | Buy |
+2,174
| New | +$40.4K | ﹤0.01% | 1896 |
|
|
2024
Q4 | $85.2K | Buy |
6,413
+4,772
| +291% | +$63.4K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $19.9K | Sell |
1,641
-184
| -10% | -$2.24K | ﹤0.01% | 1998 |
|
|
2024
Q2 | $19.6K | Sell |
1,825
-2,844
| -61% | -$30.5K | ﹤0.01% | 1992 |
|
|
2024
Q1 | $44.1K | Buy |
4,669
+546
| +13% | +$5.16K | ﹤0.01% | 1462 |
|
|
2023
Q4 | $30K | Hold |
4,123
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q3 | $31.2K | Buy |
4,123
+14
| +0.3% | +$106 | ﹤0.01% | 1475 |
|
|
2023
Q2 | $32.3K | Hold |
4,109
| – | – | ﹤0.01% | 1468 |
|
|
2023
Q1 | $31.3K | Buy |
4,109
+2,888
| +237% | +$22K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $9.52K | Buy |
1,221
+142
| +13% | +$1.11K | ﹤0.01% | 1800 |
|
|
2022
Q3 | $7K | Sell |
1,079
-219
| -17% | -$1.42K | ﹤0.01% | 1792 |
|
|
2022
Q2 | $10K | Buy |
1,298
+221
| +21% | +$1.7K | ﹤0.01% | 1612 |
|
|
2022
Q1 | $9K | Buy |
+1,077
| New | +$9K | ﹤0.01% | 1648 |
|
|
2021
Q4 | – | Sell |
-516
| Closed | -$5K | – | 382 |
|
|
2021
Q3 | $5K | Buy |
516
+310
| +150% | +$3K | ﹤0.01% | 1597 |
|
|
2021
Q2 | $2K | Hold |
206
| – | – | ﹤0.01% | 1709 |
|
|
2021
Q1 | $2K | Hold |
206
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q4 | $2K | Hold |
206
| – | – | ﹤0.01% | 1576 |
|
|
2020
Q3 | $1K | Sell |
206
-9,882
| -98% | -$48K | ﹤0.01% | 1540 |
|
|
2020
Q2 | $57K | Sell |
10,088
-432
| -4% | -$2.44K | 0.01% | 606 |
|
|
2020
Q1 | $48K | Buy |
10,520
+520
| +5% | +$2.37K | 0.01% | 568 |
|
|
2019
Q4 | $95K | Sell |
10,000
-376
| -4% | -$3.57K | 0.01% | 489 |
|
|
2019
Q3 | $76K | Sell |
10,376
-264
| -2% | -$1.93K | 0.01% | 531 |
|
|
2019
Q2 | $79K | Sell |
10,640
-1,885
| -15% | -$14K | 0.02% | 507 |
|
|
2019
Q1 | $98K | Buy |
12,525
+48
| +0.4% | +$376 | 0.02% | 396 |
|
|
2018
Q4 | $90K | Sell |
12,477
-213
| -2% | -$1.54K | 0.02% | 397 |
|
|
2018
Q3 | $109K | Buy |
12,690
+16
| +0.1% | +$137 | 0.02% | 381 |
|
|
2018
Q2 | $122K | Buy |
12,674
+1,946
| +18% | +$18.7K | 0.03% | 356 |
|
|
2018
Q1 | $121K | Buy |
10,728
+268
| +3% | +$3.02K | 0.03% | 347 |
|
|
2017
Q4 | $109K | Buy |
+10,460
| New | +$109K | 0.03% | 346 |
|
|
2017
Q3 | – | Sell |
-514
| Closed | -$5K | – | 1209 |
|
|
2017
Q2 | $5K | Hold |
514
| – | – | ﹤0.01% | 927 |
|
|
2017
Q1 | $5K | Sell |
514
-5
| -1% | -$49 | ﹤0.01% | 897 |
|
|
2016
Q4 | $5K | Buy |
+519
| New | +$5K | ﹤0.01% | 836 |
|