Valeo Financial Advisors’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 | $421K | Buy |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $187K | Buy |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $85.7K | Sell |
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|
2023
Q3 | $104K | Buy |
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|
2023
Q2 | $101K | Buy |
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|
2023
Q1 | $85.2K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q4 | $7K | Hold |
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|
2019
Q3 | $6K | Sell |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Buy |
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|
2018
Q4 | $0 | Sell |
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|
2018
Q3 | $6K | Sell |
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|
2018
Q2 | $9K | Sell |
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|
2018
Q1 | $12K | Buy |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Buy |
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