Rockbridge Investment Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-32
| Closed | -$244 | – | 150 |
|
|
2022
Q2 | $244 | Hold |
32
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $255 | Hold |
32
| – | – | ﹤0.01% | 780 |
|
|
2021
Q4 | $0 | Hold |
32
| – | – | ﹤0.01% | 788 |
|
|
2021
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 734 |
|
|
2021
Q2 | $0 | Hold |
32
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $0 | Hold |
32
| – | – | ﹤0.01% | 712 |
|
|
2020
Q4 | $0 | Hold |
32
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 647 |
|
|
2020
Q2 | $0 | Buy |
+32
| New | – | ﹤0.01% | 626 |
|