Sugarloaf Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $199 | Hold |
15
| – | – | ﹤0.01% | 673 |
|
|
2024
Q3 | $182 | Hold |
15
| – | – | ﹤0.01% | 660 |
|
|
2024
Q2 | $161 | Sell |
15
-6
| -29% | -$64 | ﹤0.01% | 646 |
|
|
2024
Q1 | $199 | Hold |
21
| – | – | ﹤0.01% | 655 |
|
|
2023
Q4 | $166 | Hold |
21
| – | – | ﹤0.01% | 666 |
|
|
2023
Q3 | $164 | Hold |
21
| – | – | ﹤0.01% | 663 |
|
|
2023
Q2 | $165 | Buy |
21
+1
| +5% | +$8 | ﹤0.01% | 673 |
|
|
2023
Q1 | $149 | Sell |
20
-7
| -26% | -$52 | ﹤0.01% | 682 |
|
|
2022
Q4 | $207 | Hold |
27
| – | – | ﹤0.01% | 758 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 732 |
|
|
2022
Q2 | $0 | Buy |
27
+1
| +4% | – | ﹤0.01% | 765 |
|
|
2022
Q1 | $0 | Sell |
26
-1
| -4% | – | ﹤0.01% | 708 |
|
|
2021
Q4 | $0 | Hold |
27
| – | – | ﹤0.01% | 740 |
|
|
2021
Q3 | $0 | Buy |
27
+1
| +4% | – | ﹤0.01% | 750 |
|
|
2021
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 744 |
|
|
2021
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 740 |
|
|
2020
Q4 | $0 | Hold |
26
| – | – | ﹤0.01% | 713 |
|
|
2020
Q3 | $0 | Hold |
26
| – | – | ﹤0.01% | 668 |
|
|
2020
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 672 |
|
|
2020
Q1 | $0 | Sell |
26
-2,000
| -99% | – | ﹤0.01% | 685 |
|
|
2019
Q4 | $19K | Buy |
+2,026
| New | +$19K | 0.01% | 372 |
|