Shine Investment Advisory Services’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,662
| Closed | -$9K | – | 717 |
|
|
2020
Q2 | $9K | Hold |
1,662
| – | – | ﹤0.01% | 558 |
|
|
2020
Q1 | $8K | Hold |
1,662
| – | – | ﹤0.01% | 536 |
|
|
2019
Q4 | $16K | Buy |
+1,662
| New | +$16K | 0.01% | 503 |
|
|
2018
Q1 | – | Sell |
-601
| Closed | -$6K | – | 648 |
|
|
2017
Q4 | $6K | Sell |
601
-216
| -26% | -$2.16K | ﹤0.01% | 597 |
|
|
2017
Q3 | $8K | Buy |
817
+213
| +35% | +$2.09K | ﹤0.01% | 553 |
|
|
2017
Q2 | $6K | Buy |
+604
| New | +$6K | ﹤0.01% | 583 |
|