Naviter Wealth’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
78,290
+5,288
+7% +$98.3K 0.18% 137
2025
Q1
$1.14M Buy
73,002
+1,466
+2% +$23K 0.14% 162
2024
Q4
$951K Buy
+71,536
New +$951K 0.11% 176