JFS Wealth Advisors’s Barclays Bank Plc BCS.PRD.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,130
| Closed | -$29K | – | 468 |
|
|
2017
Q1 | $29K | Hold |
1,130
| – | – | 0.01% | 273 |
|
|
2016
Q4 | $29K | Hold |
1,130
| – | – | 0.01% | 273 |
|
|
2016
Q3 | $29K | Hold |
1,130
| – | – | 0.01% | 286 |
|
|
2016
Q2 | $29K | Hold |
1,130
| – | – | 0.01% | 293 |
|
|
2016
Q1 | $30K | Sell |
1,130
-340
| -23% | -$9.03K | 0.01% | 281 |
|
|
2015
Q4 | $39K | Buy |
+1,470
| New | +$39K | 0.01% | 268 |
|