Massachusetts Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,080
| Closed | -$290K | – | 89 |
|
|
2024
Q2 | $290K | Hold |
27,080
| – | – | 0.19% | 86 |
|
|
2024
Q1 | $256K | Sell |
27,080
-6,470
| -19% | -$61.1K | 0.18% | 86 |
|
|
2023
Q4 | $264K | Sell |
33,550
-14,500
| -30% | -$114K | 0.21% | 85 |
|
|
2023
Q3 | $374K | Sell |
48,050
-500
| -1% | -$3.9K | 0.34% | 72 |
|
|
2023
Q2 | $382K | Sell |
48,550
-150
| -0.3% | -$1.18K | 0.37% | 70 |
|
|
2023
Q1 | $350K | Sell |
48,700
-1,300
| -3% | -$9.35K | 0.36% | 69 |
|
|
2022
Q4 | $464K | Buy |
+50,000
| New | +$464K | 0.45% | 62 |
|