Integrated Wealth Concepts’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
50,332
+14,252
| +40% | +$265K | 0.01% | 961 |
|
|
2025
Q1 | $554K | Sell |
36,080
-453
| -1% | -$6.96K | 0.01% | 1097 |
|
|
2024
Q4 | $486K | Buy |
36,533
+1,552
| +4% | +$20.6K | 0.01% | 1130 |
|
|
2024
Q3 | $425K | Sell |
34,981
-108
| -0.3% | -$1.31K | 0.01% | 1161 |
|
|
2024
Q2 | $376K | Buy |
35,089
+440
| +1% | +$4.71K | 0.01% | 1185 |
|
|
2024
Q1 | $327K | Buy |
34,649
+104
| +0.3% | +$983 | ﹤0.01% | 1273 |
|
|
2023
Q4 | $272K | Sell |
34,545
-208,245
| -86% | -$1.64M | ﹤0.01% | 1314 |
|
|
2023
Q3 | $1.89M | Buy |
242,790
+12,517
| +5% | +$97.5K | 0.03% | 473 |
|
|
2023
Q2 | $1.81M | Sell |
230,273
-2,684
| -1% | -$21.1K | 0.03% | 494 |
|
|
2023
Q1 | $1.68M | Buy |
232,957
+221,669
| +1,964% | +$1.59M | 0.03% | 468 |
|
|
2022
Q4 | $88K | Buy |
+11,288
| New | +$88K | ﹤0.01% | 996 |
|