HB Wealth Management’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Sell
19,564
-2,203
-10% -$41K ﹤0.01% 851
2025
Q1
$334K Buy
21,767
+11,416
+110% +$175K ﹤0.01% 903
2024
Q4
$138K Buy
+10,351
New +$138K ﹤0.01% 994