Sargent Investment Group’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,960
| Closed | -$20K | – | 185 |
|
|
2021
Q3 | $20K | Hold |
1,960
| – | – | ﹤0.01% | 188 |
|
|
2021
Q2 | $19K | Buy |
1,960
+960
| +96% | +$9.31K | ﹤0.01% | 197 |
|
|
2021
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 186 |
|
|
2020
Q4 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 175 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 138 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 153 |
|