Wetzel Investment Advisors’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,000
Closed -$56.7K 200
2024
Q2
$56.7K Hold
6,000
0.03% 224
2024
Q1
$55.4K Hold
6,000
0.03% 242
2023
Q4
$47K Buy
+6,000
New +$47K 0.03% 252