HCR Wealth Advisors’s Barclays Bank Plc BCS.PRD.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-55,163
| Closed | -$1.43M | – | 176 |
|
|
2018
Q3 | $1.43M | Buy |
55,163
+3,690
| +7% | +$95.5K | 0.46% | 53 |
|
|
2018
Q2 | $1.36M | Buy |
51,473
+3,140
| +6% | +$83K | 0.45% | 52 |
|
|
2018
Q1 | $1.27M | Buy |
48,333
+300
| +0.6% | +$7.9K | 0.44% | 54 |
|
|
2017
Q4 | $1.28M | Buy |
48,033
+10,200
| +27% | +$272K | 0.45% | 51 |
|
|
2017
Q3 | $1M | Hold |
37,833
| – | – | 0.42% | 57 |
|
|
2017
Q2 | $1.01M | Sell |
37,833
-700
| -2% | -$18.6K | 0.5% | 51 |
|
|
2017
Q1 | $996K | Buy |
38,533
+125
| +0.3% | +$3.23K | 0.51% | 47 |
|
|
2016
Q4 | $981K | Buy |
+38,408
| New | +$981K | 0.52% | 42 |
|