Wiser Advisor Group’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$4.55K Hold
2024
Q4
$3.94K Hold
2024
Q3
$3.6K Buy
2024
Q2
$3.15K Buy
2024
Q1
$2.75K Hold
2023
Q4
$2.29K Buy