Summit Trail Advisors’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$804K Buy
2021
Q1
Sell
2020
Q4
$399K Hold
2020
Q3
$340K Hold
2020
Q2
$283K Hold
2020
Q1
$226K Hold
2019
Q4
$475K Buy
2018
Q2
Sell
2018
Q1
$90K Sell
2017
Q4
$662K Buy