Tyler-Stone Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-93
| Closed | -$996 | – | 355 |
|
2024
Q2 | $996 | Hold |
93
| – | – | ﹤0.01% | 868 |
|
2024
Q1 | $879 | Hold |
93
| – | – | ﹤0.01% | 854 |
|
2023
Q4 | $733 | Hold |
93
| – | – | ﹤0.01% | 841 |
|
2023
Q3 | $1K | Hold |
93
| – | – | ﹤0.01% | 811 |
|
2023
Q2 | $1K | Buy |
+93
| New | +$1K | ﹤0.01% | 801 |
|
2022
Q4 | $2K | Hold |
193
| – | – | ﹤0.01% | 721 |
|
2022
Q3 | $1K | Hold |
193
| – | – | ﹤0.01% | 766 |
|
2022
Q2 | $1K | Buy |
193
+100
| +108% | +$518 | ﹤0.01% | 780 |
|
2022
Q1 | $1K | Hold |
93
| – | – | ﹤0.01% | 753 |
|
2021
Q4 | $1K | Buy |
+93
| New | +$1K | ﹤0.01% | 813 |
|