Waverly Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
11,536
+205
| +2% | +$3.81K | ﹤0.01% | 1091 |
|
|
2025
Q1 | $174K | Buy |
+11,331
| New | +$174K | ﹤0.01% | 1066 |
|
|
2014
Q4 | – | Sell |
-248
| Closed | -$3K | – | 444 |
|
|
2014
Q3 | $3K | Sell |
248
-2
| -0.8% | -$24 | ﹤0.01% | 688 |
|
|
2014
Q2 | $3K | Hold |
250
| – | – | ﹤0.01% | 659 |
|
|
2014
Q1 | $4K | Buy |
250
+45
| +22% | +$720 | ﹤0.01% | 578 |
|
|
2013
Q4 | $3K | Buy |
+205
| New | +$3K | ﹤0.01% | 732 |
|