Heritage Trust’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-745
| Closed | -$5K | – | 199 |
|
|
2018
Q4 | $5K | Hold |
745
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $6K | Hold |
745
| – | – | ﹤0.01% | 352 |
|
|
2018
Q2 | $7K | Hold |
745
| – | – | ﹤0.01% | 324 |
|
|
2018
Q1 | $8K | Hold |
745
| – | – | ﹤0.01% | 303 |
|
|
2017
Q4 | $8K | Buy |
+745
| New | +$8K | ﹤0.01% | 295 |
|