Independent Portfolio Consultants’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $34K | Sell |
3,327
-1,014
| -23% | -$10.4K | 0.01% | 561 |
|
|
2017
Q1 | $46K | Sell |
4,341
-1,947
| -31% | -$20.6K | 0.02% | 568 |
|
|
2016
Q4 | $65K | Sell |
6,288
-514
| -8% | -$5.31K | 0.02% | 504 |
|
|
2016
Q3 | $56K | Sell |
6,802
-1,306
| -16% | -$10.8K | 0.02% | 520 |
|
|
2016
Q2 | $58K | Sell |
8,108
-40,798
| -83% | -$292K | 0.02% | 527 |
|
|
2016
Q1 | $395K | Buy |
48,906
+1,285
| +3% | +$10.4K | 0.11% | 245 |
|
|
2015
Q4 | $578K | Sell |
47,621
-6,816
| -13% | -$82.7K | 0.17% | 170 |
|
|
2015
Q3 | $751K | Buy |
54,437
+45,783
| +529% | +$632K | 0.16% | 173 |
|
|
2015
Q2 | $133K | Sell |
8,654
-357
| -4% | -$5.49K | 0.03% | 441 |
|
|
2015
Q1 | $122K | Sell |
9,011
-371
| -4% | -$5.02K | 0.02% | 447 |
|
|
2014
Q4 | $131K | Sell |
9,382
-14,403
| -61% | -$201K | 0.03% | 444 |
|
|
2014
Q3 | $327K | Sell |
23,785
-29,483
| -55% | -$405K | 0.09% | 377 |
|
|
2014
Q2 | $720K | Buy |
53,268
+23,861
| +81% | +$323K | 0.2% | 139 |
|
|
2014
Q1 | $427K | Sell |
29,407
-14,826
| -34% | -$215K | 0.14% | 284 |
|
|
2013
Q4 | $742K | Sell |
44,233
-2,983
| -6% | -$50K | 0.26% | 113 |
|
|
2013
Q3 | $745K | Buy |
47,216
+3,075
| +7% | +$48.5K | 0.3% | 97 |
|
|
2013
Q2 | $645K | Buy |
+44,141
| New | +$645K | 0.29% | 98 |
|