M&R Capital Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Hold |
0
| – | – | – | 522 |
|
|
2017
Q4 | – | Sell |
-1,974
| Closed | -$19K | – | 533 |
|
|
2017
Q3 | $19K | Sell |
1,974
-10
| -0.5% | -$96 | ﹤0.01% | 383 |
|
|
2017
Q2 | $19K | Hold |
1,984
| – | – | ﹤0.01% | 383 |
|
|
2017
Q1 | $21K | Sell |
1,984
-17
| -0.8% | -$180 | 0.01% | 369 |
|
|
2016
Q4 | $20K | Hold |
2,001
| – | – | 0.01% | 362 |
|
|
2016
Q3 | $16K | Sell |
2,001
-12
| -0.6% | -$96 | ﹤0.01% | 385 |
|
|
2016
Q2 | $14K | Buy |
+2,013
| New | +$14K | ﹤0.01% | 396 |
|