IFP Advisors’s Barnes Group Inc. B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$95 | – | 5095 |
|
|
2025
Q1 | – | Hold |
0
| – | -$95 | – | 3865 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4051 |
|
|
2024
Q1 | – | Sell |
-174
| Closed | -$5.68K | – | 3263 |
|
|
2023
Q4 | $5.68K | Buy |
174
+87
| +100% | +$2.84K | ﹤0.01% | 2380 |
|
|
2023
Q3 | $2.96K | Hold |
87
| – | – | ﹤0.01% | 2707 |
|
|
2023
Q2 | $3.67K | Hold |
87
| – | – | ﹤0.01% | 2653 |
|
|
2023
Q1 | $5.18K | Sell |
87
-66
| -43% | -$3.93K | ﹤0.01% | 2552 |
|
|
2022
Q4 | $18K | Buy |
153
+8
| +6% | +$941 | ﹤0.01% | 3000 |
|
|
2022
Q3 | $22K | Buy |
145
+17
| +13% | +$2.58K | ﹤0.01% | 3020 |
|
|
2022
Q2 | $21K | Hold |
128
| – | – | ﹤0.01% | 2815 |
|
|
2022
Q1 | $21K | Buy |
128
+41
| +47% | +$6.73K | ﹤0.01% | 2815 |
|
|
2021
Q4 | $4K | Hold |
87
| – | – | ﹤0.01% | 2567 |
|
|
2021
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 2616 |
|
|
2021
Q2 | $4K | Hold |
87
| – | – | ﹤0.01% | 2565 |
|
|
2021
Q1 | $4K | Sell |
87
-87
| -50% | -$4K | ﹤0.01% | 2492 |
|
|
2020
Q4 | $8K | Hold |
174
| – | – | ﹤0.01% | 2160 |
|
|
2020
Q3 | $6K | Hold |
174
| – | – | ﹤0.01% | 2123 |
|
|
2020
Q2 | $6K | Sell |
174
-60
| -26% | -$2.07K | ﹤0.01% | 2022 |
|
|
2020
Q1 | $11K | Sell |
234
-79
| -25% | -$3.71K | ﹤0.01% | 1729 |
|
|
2019
Q4 | $19K | Buy |
313
+22
| +8% | +$1.34K | ﹤0.01% | 1642 |
|
|
2019
Q3 | $16K | Buy |
+291
| New | +$16K | ﹤0.01% | 1865 |
|
|
2019
Q1 | – | Sell |
-9,229
| Closed | -$489K | – | 3511 |
|
|
2018
Q4 | $489K | Sell |
9,229
-223
| -2% | -$11.8K | 0.03% | 565 |
|
|
2018
Q3 | $671K | Buy |
9,452
+1
| +0% | +$71 | 0.03% | 564 |
|
|
2018
Q2 | $557K | Sell |
9,451
-435
| -4% | -$25.6K | 0.02% | 614 |
|
|
2018
Q1 | $625K | Hold |
9,886
| – | – | 0.03% | 539 |
|
|
2017
Q4 | $625K | Sell |
9,886
-39
| -0.4% | -$2.47K | 0.03% | 538 |
|
|
2017
Q3 | $699K | Sell |
9,925
-217
| -2% | -$15.3K | 0.03% | 558 |
|
|
2017
Q2 | $594K | Buy |
10,142
+8,928
| +735% | +$523K | 0.03% | 614 |
|
|
2017
Q1 | $62K | Hold |
1,214
| – | – | ﹤0.01% | 1788 |
|
|
2016
Q4 | $58K | Buy |
1,214
+3
| +0.2% | +$143 | ﹤0.01% | 1785 |
|
|
2016
Q3 | $49K | Buy |
1,211
+105
| +9% | +$4.25K | ﹤0.01% | 1822 |
|
|
2016
Q2 | $37K | Buy |
+1,106
| New | +$37K | ﹤0.01% | 1950 |
|
|
2016
Q1 | – | Sell |
-1,018
| Closed | -$36K | – | 3532 |
|
|
2015
Q4 | $36K | Buy |
+1,018
| New | +$36K | ﹤0.01% | 1804 |
|