QPWM
Quadrant Private Wealth Management’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $284K | Sell |
37,434
-25,300
| -40% | -$192K | 0.12% | 149 |
|
|
2022
Q1 | $509K | Hold |
62,734
| – | – | 0.19% | 111 |
|
|
2021
Q4 | $649K | Buy |
62,734
+6,400
| +11% | +$66.2K | 0.24% | 91 |
|
|
2021
Q3 | $581K | Buy |
56,334
+1,000
| +2% | +$10.3K | 0.24% | 92 |
|
|
2021
Q2 | $534K | Buy |
55,334
+9,000
| +19% | +$86.9K | 0.22% | 100 |
|
|
2021
Q1 | $474K | Buy |
+46,334
| New | +$474K | 0.21% | 100 |
|