Provenance Wealth Advisors’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$937 Hold
2024
Q4
$811 Hold
2024
Q3
$741 Hold
2024
Q2
$653 Hold
2024
Q1
$576 Hold
2023
Q4
$481 Hold
2023
Q3
$475 Buy