Simplicity Wealth’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 |
-10,377
| Closed | -$159K | – | 595 |
|
|
2025
Q1 | $159K | Sell |
10,377
-2,295
| -18% | -$35.3K | 0.01% | 534 |
|
|
2024
Q4 | $168K | Buy |
12,672
+34
| +0.3% | +$452 | 0.04% | 315 |
|
|
2024
Q3 | $154K | Sell |
12,638
-9,862
| -44% | -$120K | 0.01% | 483 |
|
|
2024
Q2 | $241K | Buy |
22,500
+12,191
| +118% | +$131K | 0.01% | 1032 |
|
|
2024
Q1 | $97.4K | Buy |
+10,309
| New | +$97.4K | ﹤0.01% | 1111 |
|