SVB Wealth’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $192K | Sell |
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|
2024
Q1 | $186K | Buy |
|
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|
2023
Q4 | $101K | Sell |
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|
2023
Q3 | $133K | Sell |
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|
2023
Q2 | $170K | Buy |
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|
2023
Q1 | $93.1K | Sell |
|
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $325K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $227K | Buy |
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|
2015
Q4 | $332K | Sell |
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|
2015
Q3 | $575K | Buy |
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