Winthrop Partners - WNY’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$83.1K Sell
2018
Q4
$75.4K Hold
2018
Q3
$89.5K Hold
2018
Q2
$100K Hold
2018
Q1
$120K Buy