PDS Planning’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
17,882
+5,788
| +48% | +$108K | 0.02% | 328 |
|
|
2025
Q1 | $186K | Buy |
12,094
+1,458
| +14% | +$22.4K | 0.02% | 444 |
|
|
2024
Q4 | $141K | Buy |
+10,636
| New | +$141K | 0.01% | 413 |
|
|
2023
Q4 | – | Sell |
-16,593
| Closed | -$129K | – | 366 |
|
|
2023
Q3 | $129K | Buy |
16,593
+4,389
| +36% | +$34.2K | 0.02% | 321 |
|
|
2023
Q2 | $95.9K | Buy |
+12,204
| New | +$95.9K | 0.01% | 325 |
|