Pathstone Family Office’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,166
| Closed | -$171K | – | 1222 |
|
|
2022
Q4 | $171K | Buy |
31,166
+14,730
| +90% | +$80.8K | ﹤0.01% | 1398 |
|
|
2022
Q3 | $105K | Buy |
+16,436
| New | +$105K | ﹤0.01% | 1402 |
|
|
2018
Q2 | – | Sell |
-448
| Closed | -$5K | – | 174 |
|
|
2018
Q1 | $5K | Buy |
+448
| New | +$5K | ﹤0.01% | 280 |
|