Journey Strategic Wealth’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Sell |
10,547
-7,956
| -43% | -$148K | 0.01% | 628 |
|
|
2025
Q1 | $284K | Sell |
18,503
-7,054
| -28% | -$108K | 0.01% | 348 |
|
|
2024
Q4 | $340K | Buy |
25,557
+14,116
| +123% | +$188K | 0.01% | 304 |
|
|
2024
Q3 | $139K | Sell |
11,441
-16
| -0.1% | -$194 | 0.01% | 494 |
|
|
2024
Q2 | $123K | Sell |
11,457
-1,469
| -11% | -$15.7K | 0.01% | 388 |
|
|
2024
Q1 | $122K | Buy |
+12,926
| New | +$122K | 0.01% | 306 |
|