Provenance Wealth Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61
| Closed | -$937 | – | 434 |
|
|
2025
Q1 | $937 | Hold |
61
| – | – | ﹤0.01% | 477 |
|
|
2024
Q4 | $811 | Hold |
61
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $741 | Hold |
61
| – | – | ﹤0.01% | 559 |
|
|
2024
Q2 | $653 | Hold |
61
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $576 | Hold |
61
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $481 | Hold |
61
| – | – | ﹤0.01% | 576 |
|
|
2023
Q3 | $475 | Buy |
+61
| New | +$475 | ﹤0.01% | 464 |
|