Global Retirement Partners’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,350
| Closed | -$48.6K | – | 4249 |
|
|
2025
Q3 | $48.6K | Buy |
2,350
+176
| +8% | +$3.48K | ﹤0.01% | 1906 |
|
|
2025
Q2 | $40.4K | Buy |
+2,174
| New | +$36K | ﹤0.01% | 1896 |
|
|
2024
Q4 | $85.2K | Buy |
6,413
+4,772
| +291% | +$61.8K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $19.9K | Sell |
1,641
-184
| -10% | -$2.15K | ﹤0.01% | 1999 |
|
|
2024
Q2 | $19.6K | Sell |
1,825
-2,844
| -61% | -$29.6K | ﹤0.01% | 1992 |
|
|
2024
Q1 | $44.1K | Buy |
4,669
+546
| +13% | +$4.47K | ﹤0.01% | 1462 |
|
|
2023
Q4 | $30K | Hold |
4,123
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q3 | $31.2K | Buy |
4,123
+14
| +0.3% | +$109 | ﹤0.01% | 1474 |
|
|
2023
Q2 | $32.3K | Hold |
4,109
| – | – | ﹤0.01% | 1469 |
|
|
2023
Q1 | $31.3K | Buy |
4,109
+2,888
| +237% | +$23.9K | ﹤0.01% | 1442 |
|
|
2022
Q4 | $9.52K | Buy |
1,221
+142
| +13% | +$1.03K | ﹤0.01% | 1801 |
|
|
2022
Q3 | $7K | Sell |
1,079
-219
| -17% | -$1.69K | ﹤0.01% | 1793 |
|
|
2022
Q2 | $10K | Buy |
1,298
+221
| +21% | +$1.74K | ﹤0.01% | 1614 |
|
|
2022
Q1 | $9K | Buy |
+1,077
| New | +$11K | ﹤0.01% | 1650 |
|
|
2021
Q4 | – | Sell |
-516
| Closed | -$5K | – | 382 |
|
|
2021
Q3 | $5K | Buy |
516
+310
| +150% | +$3.09K | ﹤0.01% | 1598 |
|
|
2021
Q2 | $2K | Hold |
206
| – | – | ﹤0.01% | 1712 |
|
|
2021
Q1 | $2K | Hold |
206
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q4 | $2K | Hold |
206
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q3 | $1K | Sell |
206
-9,882
| -98% | -$54.6K | ﹤0.01% | 1541 |
|
|
2020
Q2 | $57K | Sell |
10,088
-432
| -4% | -$2.25K | 0.01% | 606 |
|
|
2020
Q1 | $48K | Buy |
10,520
+520
| +5% | +$4.01K | 0.01% | 569 |
|
|
2019
Q4 | $95K | Sell |
10,000
-376
| -4% | -$3.25K | 0.01% | 489 |
|
|
2019
Q3 | $76K | Sell |
10,376
-264
| -2% | -$1.91K | 0.01% | 531 |
|
|
2019
Q2 | $79K | Sell |
10,640
-1,885
| -15% | -$14.9K | 0.02% | 507 |
|
|
2019
Q1 | $98K | Buy |
12,525
+48
| +0.4% | +$386 | 0.02% | 396 |
|
|
2018
Q4 | $90K | Sell |
12,477
-213
| -2% | -$1.72K | 0.02% | 397 |
|
|
2018
Q3 | $109K | Buy |
12,690
+16
| +0.1% | +$148 | 0.02% | 381 |
|
|
2018
Q2 | $122K | Buy |
12,674
+1,946
| +18% | +$21.1K | 0.03% | 356 |
|
|
2018
Q1 | $121K | Buy |
10,728
+268
| +3% | +$2.92K | 0.03% | 347 |
|
|
2017
Q4 | $109K | Buy |
+10,460
| New | +$102K | 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% | -$54 | ﹤0.01% | 897 |
|
|
2016
Q4 | $5K | Buy |
+519
| New | +$4.89K | ﹤0.01% | 836 |
|
Other funds holding BCS
