Investors Research Corp’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,100
| Closed | -$206K | – | 854 |
|
|
2025
Q4 | $206K | Sell |
8,100
-3,012
| -27% | -$66.7K | 0.04% | 289 |
|
|
2025
Q3 | $230K | Hold |
11,112
| – | – | 0.04% | 287 |
|
|
2025
Q2 | $207K | Sell |
11,112
-4,611
| -29% | -$76.3K | 0.04% | 299 |
|
|
2025
Q1 | $242K | Sell |
15,723
-8,100
| -34% | -$121K | 0.05% | 266 |
|
|
2024
Q4 | $317K | Sell |
23,823
-4,800
| -17% | -$62.2K | 0.07% | 246 |
|
|
2024
Q3 | $348K | Hold |
28,623
| – | – | 0.08% | 248 |
|
|
2024
Q2 | $307K | Sell |
28,623
-4,402
| -13% | -$45.8K | 0.07% | 267 |
|
|
2024
Q1 | $312K | Buy |
33,025
+2,600
| +9% | +$21.3K | 0.07% | 269 |
|
|
2023
Q4 | $240K | Sell |
30,425
-2,600
| -8% | -$18.7K | 0.06% | 299 |
|
|
2023
Q3 | $257K | Hold |
33,025
| – | – | 0.07% | 286 |
|
|
2023
Q2 | $260K | Hold |
33,025
| – | – | 0.07% | 295 |
|
|
2023
Q1 | $237K | Hold |
33,025
| – | – | 0.06% | 301 |
|
|
2022
Q4 | $258K | Hold |
33,025
| – | – | 0.07% | 285 |
|
|
2022
Q3 | $211K | Buy |
33,025
+227
| +0.7% | +$1.75K | 0.06% | 295 |
|
|
2022
Q2 | $249K | Hold |
32,798
| – | – | 0.07% | 283 |
|
|
2022
Q1 | $259K | Hold |
32,798
| – | – | 0.07% | 290 |
|
|
2021
Q4 | $339K | Hold |
32,798
| – | – | 0.1% | 229 |
|
|
2021
Q3 | $338K | Hold |
32,798
| – | – | 0.11% | 225 |
|
|
2021
Q2 | $317K | Hold |
32,798
| – | – | 0.11% | 238 |
|
|
2021
Q1 | $336K | Hold |
32,798
| – | – | 0.13% | 225 |
|
|
2020
Q4 | $262K | Hold |
32,798
| – | – | 0.1% | 273 |
|
|
2020
Q3 | $164K | Hold |
32,798
| – | – | 0.08% | 309 |
|
|
2020
Q2 | $186K | Hold |
32,798
| – | – | 0.09% | 269 |
|
|
2020
Q1 | $149K | Hold |
32,798
| – | – | 0.09% | 272 |
|
|
2019
Q4 | $312K | Hold |
32,798
| – | – | 0.14% | 221 |
|
|
2019
Q3 | $241K | Sell |
32,798
-692
| -2% | -$5K | 0.12% | 229 |
|
|
2019
Q2 | $250K | Buy |
33,490
+1,021
| +3% | +$8.06K | 0.13% | 224 |
|
|
2019
Q1 | $254K | Sell |
32,469
-1,314
| -4% | -$10.6K | 0.14% | 218 |
|
|
2018
Q4 | $244K | Hold |
33,783
| – | – | 0.17% | 211 |
|
|
2018
Q3 | $289K | Sell |
33,783
-2,929
| -8% | -$27.2K | 0.17% | 219 |
|
|
2018
Q2 | $352K | Buy |
36,712
+1,046
| +3% | +$11.3K | 0.2% | 186 |
|
|
2018
Q1 | $403K | Hold |
35,666
| – | – | 0.25% | 161 |
|
|
2017
Q4 | $372K | Buy |
+35,666
| New | +$346K | 0.23% | 169 |
|