ORG Wealth Partners’s Barclays BCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.9K	Hold	322	–	–	﹤0.01%	534
2025 Q1	$4.96K	Sell	322 -19	-6%	-$293	﹤0.01%	614
2024 Q4	$4.53K	Hold	341	–	–	﹤0.01%	423
2024 Q3	$4.14K	Buy	+341	New	+$4.14K	﹤0.01%	412