Lourd Capital’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,611
| Closed | -$176K | – | 309 |
|
|
2018
Q3 | $176K | Sell |
20,611
-291
| -1% | -$2.49K | 0.01% | 322 |
|
|
2018
Q2 | $200K | Sell |
20,902
-8,636
| -29% | -$82.6K | 0.03% | 112 |
|
|
2018
Q1 | $334K | Buy |
29,538
+2,800
| +10% | +$31.7K | 0.04% | 102 |
|
|
2017
Q4 | $279K | Buy |
+26,738
| New | +$279K | 0.02% | 253 |
|