Marks Group Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,601
| Closed | -$90.5K | – | 276 |
|
|
2022
Q4 | $90.5K | Hold |
11,601
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $74K | Hold |
11,601
| – | – | 0.01% | 268 |
|
|
2022
Q2 | $88K | Hold |
11,601
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $92K | Hold |
11,601
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $120K | Hold |
11,601
| – | – | 0.01% | 304 |
|
|
2021
Q3 | $120K | Hold |
11,601
| – | – | 0.02% | 290 |
|
|
2021
Q2 | $112K | Buy |
+11,601
| New | +$112K | 0.02% | 264 |
|