NewEdge 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 | $1.17M | Buy |
59,396
+7,084
| +14% | +$140K | 0.02% | 495 |
|
|
2025
Q1 | $804K | Sell |
52,312
-5,294
| -9% | -$81.3K | 0.01% | 525 |
|
|
2024
Q4 | $766K | Buy |
57,606
+26,832
| +87% | +$357K | 0.01% | 539 |
|
|
2024
Q3 | $374K | Buy |
30,774
+7,041
| +30% | +$85.5K | 0.01% | 677 |
|
|
2024
Q2 | $254K | Buy |
23,733
+9,651
| +69% | +$103K | 0.01% | 677 |
|
|
2024
Q1 | $144K | Buy |
+14,082
| New | +$144K | ﹤0.01% | 783 |
|
|
2023
Q4 | – | Sell |
-82,866
| Closed | -$646K | – | 737 |
|
|
2023
Q3 | $646K | Buy |
82,866
+23,459
| +39% | +$183K | 0.02% | 427 |
|
|
2023
Q2 | $467K | Buy |
59,407
+23,957
| +68% | +$188K | 0.02% | 466 |
|
|
2023
Q1 | $255K | Buy |
+35,450
| New | +$255K | 0.01% | 537 |
|