Gradient Investments’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25
| Closed | -$268 | – | 387 |
|
|
2024
Q2 | $268 | Sell |
25
-15
| -38% | -$161 | ﹤0.01% | 1245 |
|
|
2024
Q1 | $378 | Sell |
40
-144
| -78% | -$1.36K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $1.45K | Sell |
184
-62,641
| -100% | -$494K | ﹤0.01% | 1321 |
|
|
2023
Q3 | $489K | Buy |
62,825
+2,474
| +4% | +$19.3K | 0.01% | 228 |
|
|
2023
Q2 | $474K | Buy |
+60,351
| New | +$474K | 0.01% | 235 |
|
|
2022
Q4 | – | Sell |
-120
| Closed | -$1K | – | 1523 |
|
|
2022
Q3 | $1K | Buy |
+120
| New | +$1K | ﹤0.01% | 1200 |
|
|
2019
Q1 | – | Sell |
-517
| Closed | -$4K | – | 871 |
|
|
2018
Q4 | $4K | Buy |
+517
| New | +$4K | ﹤0.01% | 727 |
|