Spire Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Sell |
1,000
-59,788
| -98% | -$1.11M | ﹤0.01% | 1537 |
|
|
2025
Q1 | $934K | Buy |
60,788
+52,736
| +655% | +$810K | 0.03% | 419 |
|
|
2024
Q4 | $107K | Buy |
8,052
+51
| +0.6% | +$678 | ﹤0.01% | 1010 |
|
|
2024
Q3 | $97.2K | Sell |
8,001
-2,700
| -25% | -$32.8K | ﹤0.01% | 920 |
|
|
2024
Q2 | $115K | Hold |
10,701
| – | – | ﹤0.01% | 856 |
|
|
2024
Q1 | $101K | Sell |
10,701
-57,924
| -84% | -$547K | ﹤0.01% | 984 |
|
|
2023
Q4 | $505K | Buy |
68,625
+19,954
| +41% | +$147K | 0.02% | 509 |
|
|
2023
Q3 | $379K | Buy |
48,671
+22,475
| +86% | +$175K | 0.01% | 542 |
|
|
2023
Q2 | $206K | Sell |
26,196
-26,900
| -51% | -$211K | 0.01% | 710 |
|
|
2023
Q1 | $382K | Buy |
53,096
+970
| +2% | +$6.97K | 0.01% | 558 |
|
|
2022
Q4 | $407K | Buy |
52,126
+41,296
| +381% | +$322K | 0.02% | 393 |
|
|
2022
Q3 | $69K | Buy |
10,830
+8,498
| +364% | +$54.1K | ﹤0.01% | 839 |
|
|
2022
Q2 | $18K | Sell |
2,332
-842
| -27% | -$6.5K | ﹤0.01% | 1708 |
|
|
2022
Q1 | $25K | Sell |
3,174
-533
| -14% | -$4.2K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $38K | Buy |
3,707
+1,637
| +79% | +$16.8K | ﹤0.01% | 1841 |
|
|
2021
Q3 | $21K | Hold |
2,070
| – | – | ﹤0.01% | 1835 |
|
|
2021
Q2 | $20K | Sell |
2,070
-253
| -11% | -$2.44K | ﹤0.01% | 1863 |
|
|
2021
Q1 | $24K | Buy |
+2,323
| New | +$24K | ﹤0.01% | 2074 |
|