JFS Wealth Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2K | Hold |
1,680
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $25.8K | Hold |
1,680
| – | – | ﹤0.01% | 607 |
|
|
2024
Q4 | $22.3K | Hold |
1,680
| – | – | ﹤0.01% | 614 |
|
|
2024
Q3 | $20.4K | Buy |
1,680
+477
| +40% | +$5.8K | ﹤0.01% | 634 |
|
|
2024
Q2 | $12.9K | Hold |
1,203
| – | – | ﹤0.01% | 716 |
|
|
2024
Q1 | $11.4K | Sell |
1,203
-34
| -3% | -$321 | ﹤0.01% | 777 |
|
|
2023
Q4 | $9.75K | Buy |
1,237
+283
| +30% | +$2.23K | ﹤0.01% | 780 |
|
|
2023
Q3 | $7.43K | Sell |
954
-220
| -19% | -$1.71K | ﹤0.01% | 830 |
|
|
2023
Q2 | $9.23K | Sell |
1,174
-225
| -16% | -$1.77K | ﹤0.01% | 751 |
|
|
2023
Q1 | $10.1K | Buy |
1,399
+50
| +4% | +$360 | ﹤0.01% | 721 |
|
|
2022
Q4 | $10.5K | Sell |
1,349
-547
| -29% | -$4.27K | ﹤0.01% | 689 |
|
|
2022
Q3 | $12K | Buy |
1,896
+7
| +0.4% | +$44 | ﹤0.01% | 667 |
|
|
2022
Q2 | $14K | Buy |
1,889
+1,133
| +150% | +$8.4K | ﹤0.01% | 660 |
|
|
2022
Q1 | $6K | Sell |
756
-657
| -46% | -$5.21K | ﹤0.01% | 952 |
|
|
2021
Q4 | $15K | Buy |
1,413
+250
| +21% | +$2.65K | ﹤0.01% | 616 |
|
|
2021
Q3 | $12K | Sell |
1,163
-472
| -29% | -$4.87K | ﹤0.01% | 613 |
|
|
2021
Q2 | $16K | Hold |
1,635
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $17K | Sell |
1,635
-1,684
| -51% | -$17.5K | ﹤0.01% | 355 |
|
|
2020
Q4 | $27K | Hold |
3,319
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $17K | Hold |
3,319
| – | – | ﹤0.01% | 326 |
|
|
2020
Q2 | $19K | Hold |
3,319
| – | – | ﹤0.01% | 303 |
|
|
2020
Q1 | $15K | Buy |
3,319
+432
| +15% | +$1.95K | ﹤0.01% | 292 |
|
|
2019
Q4 | $27K | Hold |
2,887
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $21K | Sell |
2,887
-61
| -2% | -$444 | 0.01% | 296 |
|
|
2019
Q2 | $22K | Buy |
2,948
+235
| +9% | +$1.75K | 0.01% | 291 |
|
|
2019
Q1 | $21K | Sell |
2,713
-66
| -2% | -$511 | 0.01% | 292 |
|
|
2018
Q4 | $20K | Buy |
2,779
+316
| +13% | +$2.27K | 0.01% | 283 |
|
|
2018
Q3 | $21K | Hold |
2,463
| – | – | 0.01% | 319 |
|
|
2018
Q2 | $24K | Hold |
2,463
| – | – | 0.01% | 295 |
|
|
2018
Q1 | $28K | Hold |
2,463
| – | – | 0.01% | 286 |
|
|
2017
Q4 | $26K | Buy |
2,463
+25
| +1% | +$264 | 0.01% | 298 |
|
|
2017
Q3 | $24K | Buy |
2,438
+225
| +10% | +$2.22K | 0.01% | 297 |
|
|
2017
Q2 | $22K | Sell |
2,213
-1,146
| -34% | -$11.4K | 0.01% | 288 |
|
|
2017
Q1 | $35K | Sell |
3,359
-29
| -0.9% | -$302 | 0.01% | 256 |
|
|
2016
Q4 | $35K | Sell |
3,388
-431
| -11% | -$4.45K | 0.01% | 256 |
|
|
2016
Q3 | $31K | Buy |
3,819
+395
| +12% | +$3.21K | 0.01% | 279 |
|
|
2016
Q2 | $24K | Buy |
3,424
+44
| +1% | +$308 | 0.01% | 307 |
|
|
2016
Q1 | $27K | Buy |
3,380
+368
| +12% | +$2.94K | 0.01% | 291 |
|
|
2015
Q4 | $37K | Buy |
3,012
+279
| +10% | +$3.43K | 0.01% | 272 |
|
|
2015
Q3 | $38K | Sell |
2,733
-300
| -10% | -$4.17K | 0.02% | 232 |
|
|
2015
Q2 | $47K | Buy |
3,033
+37
| +1% | +$573 | 0.02% | 191 |
|
|
2015
Q1 | $41K | Hold |
2,996
| – | – | 0.02% | 199 |
|
|
2014
Q4 | $42K | Buy |
+2,996
| New | +$42K | 0.01% | 201 |
|
|
2014
Q3 | – | Sell |
-3,010
| Closed | -$41K | – | 486 |
|
|
2014
Q2 | $41K | Buy |
+3,010
| New | +$41K | 0.01% | 207 |
|