Sterling Financial Planning’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	-2,397	Closed	-$25K	–	135
2021 Q3	$25K	Sell	2,397 -1,803	-43%	-$18.8K	0.02%	246
2021 Q2	$41K	Hold	4,200	–	–	0.03%	184
2021 Q1	$43K	Hold	4,200	–	–	0.03%	162
2020 Q4	$34K	Buy	+4,200	New	+$34K	0.03%	172