Patriot Financial Group Insurance Agency’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,377
| Closed | -$10K | – | 545 |
|
|
2022
Q2 | $10K | Sell |
1,377
-790
| -36% | -$5.74K | ﹤0.01% | 1227 |
|
|
2022
Q1 | $17K | Sell |
2,167
-2,216
| -51% | -$17.4K | ﹤0.01% | 1145 |
|
|
2021
Q4 | $45K | Hold |
4,383
| – | – | 0.01% | 906 |
|
|
2021
Q3 | $45K | Buy |
4,383
+781
| +22% | +$8.02K | 0.01% | 899 |
|
|
2021
Q2 | $35K | Sell |
3,602
-33
| -0.9% | -$321 | 0.01% | 958 |
|
|
2021
Q1 | $37K | Buy |
3,635
+103
| +3% | +$1.05K | 0.01% | 871 |
|
|
2020
Q4 | $28K | Sell |
3,532
-312
| -8% | -$2.47K | 0.01% | 872 |
|
|
2020
Q3 | $19K | Buy |
3,844
+54
| +1% | +$267 | 0.01% | 803 |
|
|
2020
Q2 | $21K | Sell |
3,790
-1,254
| -25% | -$6.95K | 0.01% | 728 |
|
|
2020
Q1 | $23K | Buy |
5,044
+4,505
| +836% | +$20.5K | 0.01% | 616 |
|
|
2019
Q4 | $5K | Sell |
539
-93
| -15% | -$863 | ﹤0.01% | 966 |
|
|
2019
Q3 | $5K | Buy |
632
+46
| +8% | +$364 | ﹤0.01% | 929 |
|
|
2019
Q2 | $4K | Buy |
586
+41
| +8% | +$280 | ﹤0.01% | 976 |
|
|
2019
Q1 | $4K | Buy |
+545
| New | +$4K | ﹤0.01% | 883 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1005 |
|
|
2018
Q2 | – | Sell |
-105
| Closed | -$1K | – | 614 |
|
|
2018
Q1 | $1K | Buy |
+105
| New | +$1K | ﹤0.01% | 898 |
|