TRUE Private Wealth Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,618
| Closed | -$20K | – | 276 |
|
|
2020
Q4 | $20K | Hold |
2,618
| – | – | ﹤0.01% | 444 |
|
|
2020
Q3 | $13K | Hold |
2,618
| – | – | ﹤0.01% | 459 |
|
|
2020
Q2 | $14K | Hold |
2,618
| – | – | ﹤0.01% | 441 |
|
|
2020
Q1 | $12K | Hold |
2,618
| – | – | ﹤0.01% | 420 |
|
|
2019
Q4 | $24K | Buy |
+2,618
| New | +$24K | ﹤0.01% | 460 |
|
|
2019
Q3 | – | Sell |
-2,673
| Closed | -$19K | – | 263 |
|
|
2019
Q2 | $19K | Buy |
+2,673
| New | +$19K | ﹤0.01% | 460 |
|
|
2018
Q4 | – | Sell |
-3,315
| Closed | -$28.4K | – | 302 |
|
|
2018
Q3 | $28.4K | Buy |
+3,315
| New | +$28.4K | ﹤0.01% | 552 |
|