PDS Planning’s Barclays BCS Stock Holding History

PDS Planning’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$435K	Buy
2025 Q2	$332K	Buy
2025 Q1	$186K	Buy
2024 Q4	$141K	Buy
2023 Q4	–	Sell
2023 Q3	$129K	Buy
2023 Q2	$95.9K	Buy