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Modera Wealth Management’s Barclays BCS Stock Holding History

Modera Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
11,142
-792
-7% -$14.7K ﹤0.01% 620
2025
Q1 		$183K Buy
11,934
+945
+9% +$14.5K ﹤0.01% 594
2024
Q4 		$146K Sell
10,989
-1,851
-14% -$24.6K ﹤0.01% 606
2024
Q3 		$156K Buy
+12,840
New +$156K ﹤0.01% 590