Wealth Effects’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 |
-10,000
| Closed | -$133K | – | 202 |
|
|
2024
Q4 | $133K | Hold |
10,000
| – | – | 0.05% | 203 |
|
|
2024
Q3 | $122K | Hold |
10,000
| – | – | 0.04% | 210 |
|
|
2024
Q2 | $107K | Hold |
10,000
| – | – | 0.04% | 198 |
|
|
2024
Q1 | $94.5K | Hold |
10,000
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $78.8K | Hold |
10,000
| – | – | 0.03% | 218 |
|
|
2023
Q3 | $77.9K | Hold |
10,000
| – | – | 0.04% | 188 |
|
|
2023
Q2 | $78.6K | Hold |
10,000
| – | – | 0.03% | 193 |
|
|
2023
Q1 | $71.9K | Hold |
10,000
| – | – | 0.04% | 190 |
|
|
2022
Q4 | $78K | Sell |
10,000
-25,000
| -71% | -$195K | 0.04% | 185 |
|
|
2022
Q3 | $224K | Hold |
35,000
| – | – | 0.14% | 148 |
|
|
2022
Q2 | $266K | Hold |
35,000
| – | – | 0.16% | 133 |
|
|
2022
Q1 | $277K | Buy |
35,000
+5,000
| +17% | +$39.6K | 0.13% | 146 |
|
|
2021
Q4 | $311K | Buy |
+30,000
| New | +$311K | 0.13% | 143 |
|