Wealth Effects’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $133K | Hold |
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|
2024
Q3 | $122K | Hold |
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|
2024
Q2 | $107K | Hold |
|
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|
2024
Q1 | $94.5K | Hold |
|
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|
2023
Q4 | $78.8K | Hold |
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|
2023
Q3 | $77.9K | Hold |
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|
2023
Q2 | $78.6K | Hold |
|
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|
2023
Q1 | $71.9K | Hold |
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|
2022
Q4 | $78K | Sell |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $311K | Buy |
|