Personal CFO Solutions’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
29,695
+1,293
| +5% | +$24K | 0.1% | 199 |
|
|
2025
Q1 | $436K | Sell |
28,402
-3,463
| -11% | -$53.2K | 0.09% | 234 |
|
|
2024
Q4 | $423K | Sell |
31,865
-1,291
| -4% | -$17.2K | 0.08% | 235 |
|
|
2024
Q3 | $403K | Buy |
33,156
+17,250
| +108% | +$210K | 0.06% | 317 |
|
|
2024
Q2 | $170K | Buy |
15,906
+279
| +2% | +$2.99K | 0.03% | 518 |
|
|
2024
Q1 | $148K | Buy |
15,627
+412
| +3% | +$3.89K | 0.02% | 533 |
|
|
2023
Q4 | $120K | Buy |
15,215
+3,557
| +31% | +$28K | 0.02% | 503 |
|
|
2023
Q3 | $90.8K | Buy |
+11,658
| New | +$90.8K | 0.02% | 448 |
|
|
2022
Q2 | – | Sell |
-28,387
| Closed | -$224K | – | 438 |
|
|
2022
Q1 | $224K | Sell |
28,387
-123
| -0.4% | -$971 | 0.04% | 412 |
|
|
2021
Q4 | $295K | Buy |
28,510
+3,570
| +14% | +$36.9K | 0.06% | 329 |
|
|
2021
Q3 | $257K | Buy |
+24,940
| New | +$257K | 0.05% | 344 |
|