Taylor Hoffman Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,042
| Closed | -$16K | – | 410 |
|
|
2019
Q1 | $16K | Sell |
2,042
-50
| -2% | -$392 | 0.01% | 263 |
|
|
2018
Q4 | $15K | Hold |
2,092
| – | – | 0.01% | 253 |
|
|
2018
Q3 | $18K | Hold |
2,092
| – | – | 0.01% | 243 |
|
|
2018
Q2 | $20K | Hold |
2,092
| – | – | 0.02% | 225 |
|
|
2018
Q1 | $24K | Hold |
2,092
| – | – | 0.02% | 233 |
|
|
2017
Q4 | $22K | Buy |
+2,092
| New | +$22K | 0.02% | 236 |
|