GM Advisory Group’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-60,000
| Closed | -$340K | – | 166 |
|
|
2020
Q2 | $340K | Buy |
60,000
+30,000
| +100% | +$170K | 0.06% | 133 |
|
|
2020
Q1 | $136K | Buy |
+30,000
| New | +$136K | 0.04% | 122 |
|
|
2018
Q2 | – | Sell |
-27,426
| Closed | -$310K | – | 127 |
|
|
2018
Q1 | $310K | Hold |
27,426
| – | – | 0.09% | 84 |
|
|
2017
Q4 | $286K | Hold |
27,426
| – | – | 0.08% | 97 |
|
|
2017
Q3 | $271K | Sell |
27,426
-13,928
| -34% | -$138K | 0.08% | 92 |
|
|
2017
Q2 | $417K | Hold |
41,354
| – | – | 0.13% | 71 |
|
|
2017
Q1 | $446K | Sell |
41,354
-361
| -0.9% | -$3.89K | 0.15% | 65 |
|
|
2016
Q4 | $433K | Hold |
41,715
| – | – | 0.15% | 71 |
|
|
2016
Q3 | $342K | Sell |
41,715
-651
| -2% | -$5.34K | 0.13% | 52 |
|
|
2016
Q2 | $302K | Buy |
+42,366
| New | +$302K | 0.11% | 49 |
|