IEQ Capital’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $609K | Buy |
32,784
+5,881
| +22% | +$109K | ﹤0.01% | 1072 |
|
2025
Q1 | $413K | Buy |
26,903
+4,160
| +18% | +$63.9K | ﹤0.01% | 1056 |
|
2024
Q4 | $302K | Buy |
22,743
+1,185
| +5% | +$15.7K | ﹤0.01% | 1023 |
|
2024
Q3 | $262K | Buy |
21,558
+3,456
| +19% | +$42K | ﹤0.01% | 970 |
|
2024
Q2 | $194K | Buy |
18,102
+2,768
| +18% | +$29.6K | ﹤0.01% | 919 |
|
2024
Q1 | $145K | Buy |
15,334
+3,319
| +28% | +$31.4K | ﹤0.01% | 907 |
|
2023
Q4 | $94.7K | Buy |
+12,015
| New | +$94.7K | ﹤0.01% | 884 |
|