NewEdge Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $949K | Buy |
51,052
+4,001
| +9% | +$74.4K | ﹤0.01% | 1322 |
|
2025
Q1 | $723K | Buy |
47,051
+19,818
| +73% | +$304K | ﹤0.01% | 1369 |
|
2024
Q4 | $362K | Buy |
27,233
+15,218
| +127% | +$202K | ﹤0.01% | 1764 |
|
2024
Q3 | $146K | Buy |
12,015
+11,947
| +17,569% | +$145K | ﹤0.01% | 2077 |
|
2024
Q2 | $728 | Sell |
68
-62
| -48% | -$664 | ﹤0.01% | 3520 |
|
2024
Q1 | $1.23K | Sell |
130
-123
| -49% | -$1.16K | ﹤0.01% | 3462 |
|
2023
Q4 | $1.99K | Buy |
253
+193
| +322% | +$1.52K | ﹤0.01% | 3337 |
|
2023
Q3 | $466 | Sell |
60
-21,145
| -100% | -$164K | ﹤0.01% | 3261 |
|
2023
Q2 | $167K | Buy |
+21,205
| New | +$167K | ﹤0.01% | 1699 |
|
2023
Q1 | – | Sell |
-1,401
| Closed | -$10.9K | – | 3482 |
|
2022
Q4 | $10.9K | Buy |
+1,401
| New | +$10.9K | ﹤0.01% | 2344 |
|
2017
Q3 | – | Sell |
-792
| Closed | -$8.07K | – | 430 |
|
2017
Q2 | $8.07K | Buy |
+792
| New | +$8.07K | ﹤0.01% | 1035 |
|