WAG
Wiser Advisor Group’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-296
| Closed | -$4.55K | – | 66 |
|
|
2025
Q1 | $4.55K | Hold |
296
| – | – | 0.01% | 216 |
|
|
2024
Q4 | $3.94K | Hold |
296
| – | – | 0.01% | 217 |
|
|
2024
Q3 | $3.6K | Buy |
296
+1
| +0.3% | +$12 | 0.01% | 220 |
|
|
2024
Q2 | $3.16K | Buy |
295
+4
| +1% | +$43 | 0.01% | 238 |
|
|
2024
Q1 | $2.75K | Hold |
291
| – | – | ﹤0.01% | 248 |
|
|
2023
Q4 | $2.29K | Buy |
+291
| New | +$2.29K | ﹤0.01% | 259 |
|