Montag & Associates’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.2K | Sell |
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|
2024
Q3 | $7.8K | Hold |
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|
2024
Q2 | $6.88K | Sell |
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|
2024
Q1 | $8.52K | Hold |
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|
2023
Q4 | $6.91K | Buy |
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|
2023
Q3 | $5.88K | Hold |
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|
2023
Q2 | $5.93K | Hold |
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|
2023
Q1 | $5.43K | Buy |
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|
2022
Q4 | $4.29K | Buy |
|