HHM Wealth Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
622
| – | – | ﹤0.01% | 587 |
|
|
2025
Q1 | $9.55K | Hold |
622
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $8.27K | Hold |
622
| – | – | ﹤0.01% | 619 |
|
|
2024
Q3 | $7.56K | Hold |
622
| – | – | ﹤0.01% | 604 |
|
|
2024
Q2 | $6.66K | Hold |
622
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $5.88K | Hold |
622
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $4.9K | Hold |
622
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $4.85K | Hold |
622
| – | – | ﹤0.01% | 637 |
|
|
2023
Q2 | $4.89K | Hold |
622
| – | – | ﹤0.01% | 657 |
|
|
2023
Q1 | $4.47K | Buy |
+622
| New | +$4.47K | ﹤0.01% | 657 |
|
|
2022
Q4 | – | Sell |
-700
| Closed | -$4K | – | 698 |
|
|
2022
Q3 | $4K | Hold |
700
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $5K | Hold |
700
| – | – | ﹤0.01% | 629 |
|
|
2022
Q1 | $6K | Hold |
700
| – | – | ﹤0.01% | 584 |
|
|
2021
Q4 | $7K | Hold |
700
| – | – | ﹤0.01% | 541 |
|
|
2021
Q3 | $7K | Hold |
700
| – | – | ﹤0.01% | 516 |
|
|
2021
Q2 | $7K | Hold |
700
| – | – | ﹤0.01% | 497 |
|
|
2021
Q1 | $7K | Hold |
700
| – | – | ﹤0.01% | 470 |
|
|
2020
Q4 | $6K | Hold |
700
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $4K | Hold |
700
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $4K | Hold |
700
| – | – | ﹤0.01% | 419 |
|
|
2020
Q1 | $3K | Buy |
+700
| New | +$3K | ﹤0.01% | 411 |
|