Liberty Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,410
| Closed | -$14K | – | 261 |
|
|
2021
Q3 | $14K | Buy |
1,410
+1,351
| +2,290% | +$13.4K | 0.01% | 732 |
|
|
2021
Q2 | $1K | Sell |
59
-60
| -50% | -$1.02K | ﹤0.01% | 968 |
|
|
2021
Q1 | $0 | Hold |
119
| – | – | ﹤0.01% | 931 |
|
|
2020
Q4 | $0 | Buy |
+119
| New | – | ﹤0.01% | 944 |
|
|
2020
Q2 | – | Sell |
-1,409
| Closed | -$6K | – | 858 |
|
|
2020
Q1 | $6K | Sell |
1,409
-107
| -7% | -$456 | 0.01% | 531 |
|
|
2019
Q4 | $14K | Buy |
1,516
+787
| +108% | +$7.27K | 0.01% | 473 |
|
|
2019
Q3 | $5K | Buy |
+729
| New | +$5K | ﹤0.01% | 623 |
|
|
2019
Q1 | – | Sell |
-156
| Closed | -$1K | – | 737 |
|
|
2018
Q4 | $1K | Buy |
+156
| New | +$1K | ﹤0.01% | 697 |
|