WEC
Winslow Evans & Crocker’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,108
| Closed | -$6K | – | 1317 |
|
|
2020
Q3 | $6K | Hold |
1,108
| – | – | ﹤0.01% | 828 |
|
|
2020
Q2 | $6K | Hold |
1,108
| – | – | ﹤0.01% | 832 |
|
|
2020
Q1 | $6K | Hold |
1,108
| – | – | ﹤0.01% | 792 |
|
|
2019
Q4 | $12K | Hold |
1,108
| – | – | ﹤0.01% | 762 |
|
|
2019
Q3 | $10K | Hold |
1,108
| – | – | ﹤0.01% | 793 |
|
|
2019
Q2 | $10K | Sell |
1,108
-254
| -19% | -$2.29K | ﹤0.01% | 810 |
|
|
2019
Q1 | $12K | Buy |
1,362
+254
| +23% | +$2.24K | ﹤0.01% | 764 |
|
|
2018
Q4 | $10K | Hold |
1,108
| – | – | ﹤0.01% | 759 |
|
|
2018
Q3 | $10K | Hold |
1,108
| – | – | ﹤0.01% | 787 |
|
|
2018
Q2 | $12K | Hold |
1,108
| – | – | ﹤0.01% | 757 |
|
|
2018
Q1 | $13.1K | Hold |
1,108
| – | – | ﹤0.01% | 733 |
|
|
2017
Q4 | $12.1K | Hold |
1,108
| – | – | ﹤0.01% | 771 |
|
|
2017
Q3 | $11.5K | Hold |
1,108
| – | – | ﹤0.01% | 793 |
|
|
2017
Q2 | $11.7K | Hold |
1,108
| – | – | ﹤0.01% | 884 |
|
|
2017
Q1 | $12.5K | Hold |
1,108
| – | – | ﹤0.01% | 841 |
|
|
2016
Q4 | $12.2K | Hold |
1,108
| – | – | ﹤0.01% | 835 |
|
|
2016
Q3 | $9.63K | Hold |
1,108
| – | – | ﹤0.01% | 918 |
|
|
2016
Q2 | $8.42K | Hold |
1,108
| – | – | ﹤0.01% | 922 |
|
|
2016
Q1 | $9.55K | Hold |
1,108
| – | – | ﹤0.01% | 889 |
|
|
2015
Q4 | $14.4K | Hold |
1,108
| – | – | ﹤0.01% | 824 |
|
|
2015
Q3 | $16.4K | Hold |
1,108
| – | – | 0.01% | 774 |
|
|
2015
Q2 | $18.2K | Hold |
1,108
| – | – | 0.01% | 787 |
|
|
2015
Q1 | $16.1K | Hold |
1,108
| – | – | ﹤0.01% | 776 |
|
|
2014
Q4 | $16.6K | Hold |
1,108
| – | – | ﹤0.01% | 776 |
|
|
2014
Q3 | $16.4K | Hold |
1,108
| – | – | ﹤0.01% | 786 |
|
|
2014
Q2 | $16.2K | Sell |
1,108
-65
| -6% | -$950 | 0.01% | 728 |
|
|
2014
Q1 | $18.4K | Hold |
1,173
| – | – | 0.01% | 691 |
|
|
2013
Q4 | $21K | Buy |
+1,173
| New | +$21K | 0.01% | 681 |
|