Strategic Wealth Partners’s Barclays BCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.11K	Buy	+167	New	+$3.11K	﹤0.01%	964
2018 Q2	–	Sell	-1,086	Closed	-$12K	–	753
2018 Q1	$12K	Buy	+1,086	New	+$12K	0.01%	460