Wealth Enhancement Advisory Services’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Buy
159,772
+3,644
+2% +$66.5K ﹤0.01% 1165
2025
Q1
$2.4M Sell
156,128
-3,263
-2% -$50.1K ﹤0.01% 1152
2024
Q4
$2.12M Sell
159,391
-721
-0.5% -$9.58K ﹤0.01% 1155
2024
Q3
$1.95M Sell
160,112
-3,077
-2% -$37.4K ﹤0.01% 1066
2024
Q2
$1.75M Sell
163,189
-360
-0.2% -$3.86K ﹤0.01% 1044
2024
Q1
$1.55M Buy
163,549
+8,459
+5% +$79.9K ﹤0.01% 1063
2023
Q4
$1.22M Buy
155,090
+25,529
+20% +$201K ﹤0.01% 1088
2023
Q3
$1.01M Buy
+129,561
New +$1.01M ﹤0.01% 1091