Wealth Alliance’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,241
| Closed | -$149K | – | 518 |
|
|
2024
Q4 | $149K | Buy |
+11,241
| New | +$149K | 0.02% | 483 |
|
|
2023
Q3 | – | Sell |
-13,515
| Closed | -$106K | – | 494 |
|
|
2023
Q2 | $106K | Buy |
13,515
+154
| +1% | +$1.21K | 0.02% | 496 |
|
|
2023
Q1 | $96.1K | Sell |
13,361
-3,436
| -20% | -$24.7K | 0.02% | 489 |
|
|
2022
Q4 | $131K | Buy |
16,797
+112
| +0.7% | +$874 | 0.02% | 471 |
|
|
2022
Q3 | $107K | Buy |
16,685
+3,900
| +31% | +$25K | 0.02% | 438 |
|
|
2022
Q2 | $97K | Buy |
+12,785
| New | +$97K | 0.02% | 429 |
|
|
2022
Q1 | – | Sell |
-10,257
| Closed | -$106K | – | 444 |
|
|
2021
Q4 | $106K | Buy |
+10,257
| New | +$106K | 0.02% | 437 |
|