Sutton Wealth Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $82.3K | Hold |
10,561
| – | – | 0.04% | 186 |
|
2023
Q2 | $83K | Hold |
10,561
| – | – | 0.04% | 183 |
|
2023
Q1 | $75.9K | Hold |
10,561
| – | – | 0.04% | 176 |
|
2022
Q4 | $82.4K | Hold |
10,561
| – | – | 0.03% | 282 |
|
2022
Q3 | $67.6K | Buy |
10,561
+5,516
| +109% | +$35.3K | 0.03% | 315 |
|
2022
Q2 | $38.3K | Buy |
5,045
+2,527
| +100% | +$19.2K | 0.02% | 453 |
|
2022
Q1 | $19.9K | Buy |
+2,518
| New | +$19.9K | 0.01% | 711 |
|