TD Private Client Wealth’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.8K | Buy |
+3,001
| New | +$55.8K | ﹤0.01% | 828 |
|
|
2025
Q1 | – | Sell |
-2,916
| Closed | -$38.8K | – | 1420 |
|
|
2024
Q4 | $38.8K | Buy |
2,916
+1,678
| +136% | +$22.3K | ﹤0.01% | 867 |
|
|
2024
Q3 | $15K | Buy |
1,238
+1,006
| +434% | +$12.2K | ﹤0.01% | 1006 |
|
|
2024
Q2 | $2.49K | Buy |
232
+159
| +218% | +$1.7K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $690 | Buy |
73
+35
| +92% | +$331 | ﹤0.01% | 1190 |
|
|
2023
Q4 | $299 | Sell |
38
-770
| -95% | -$6.06K | ﹤0.01% | 1208 |
|
|
2023
Q3 | $6.29K | Sell |
808
-425
| -34% | -$3.31K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $9.69K | Sell |
1,233
-1,429
| -54% | -$11.2K | ﹤0.01% | 1053 |
|
|
2023
Q1 | $19.1K | Sell |
2,662
-10,674
| -80% | -$76.7K | ﹤0.01% | 955 |
|
|
2022
Q4 | $104K | Buy |
13,336
+2,851
| +27% | +$22.2K | ﹤0.01% | 621 |
|
|
2022
Q3 | $67.1K | Buy |
10,485
+387
| +4% | +$2.48K | ﹤0.01% | 678 |
|
|
2022
Q2 | $76.7K | Sell |
10,098
-2,193
| -18% | -$16.7K | ﹤0.01% | 648 |
|
|
2022
Q1 | $97.1K | Sell |
12,291
-469
| -4% | -$3.71K | ﹤0.01% | 643 |
|
|
2021
Q4 | $132K | Sell |
12,760
-6,017
| -32% | -$62.3K | 0.01% | 606 |
|
|
2021
Q3 | $194K | Sell |
18,777
-1,629
| -8% | -$16.8K | 0.01% | 536 |
|
|
2021
Q2 | $197K | Buy |
20,406
+12,539
| +159% | +$121K | 0.01% | 524 |
|
|
2021
Q1 | $80.5K | Buy |
7,867
+7,214
| +1,105% | +$73.8K | ﹤0.01% | 628 |
|
|
2020
Q4 | $5.22K | Hold |
653
| – | – | ﹤0.01% | 888 |
|
|
2020
Q3 | $3.27K | Sell |
653
-375
| -36% | -$1.88K | ﹤0.01% | 875 |
|
|
2020
Q2 | $5.82K | Sell |
1,028
-40,731
| -98% | -$231K | ﹤0.01% | 832 |
|
|
2020
Q1 | $189K | Sell |
41,759
-27,603
| -40% | -$125K | 0.01% | 427 |
|
|
2019
Q4 | $660K | Buy |
+69,362
| New | +$660K | 0.04% | 316 |
|