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Whipplewood Advisors’s Barclays BCS Stock Holding History

Whipplewood Advisors’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$152K Sell
8,174
-15,031
-65% -$279K 0.08% 195
2025
Q1 		$129K Buy
23,205
+14,202
+158% +$78.8K 0.08% 198
2024
Q4 		$120K Buy
+9,003
New +$120K 0.07% 213