WealthStone’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-67,603
| Closed | -$540K | – | 283 |
|
|
2020
Q4 | $540K | Buy |
67,603
+2,518
| +4% | +$20.1K | 0.19% | 77 |
|
|
2020
Q3 | $326K | Buy |
+65,085
| New | +$326K | 0.15% | 94 |
|
|
2019
Q3 | – | Sell |
-41
| Closed | -$304 | – | 116 |
|
|
2019
Q2 | $304 | Buy |
+41
| New | +$304 | ﹤0.01% | 979 |
|