WR Wealth Planners’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-56
| Closed | -$600 | – | 1146 |
|
|
2024
Q2 | $600 | Hold |
56
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q1 | $529 | Buy |
+56
| New | +$529 | ﹤0.01% | 1032 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$436 | – | 241 |
|
|
2023
Q3 | $436 | Hold |
56
| – | – | ﹤0.01% | 861 |
|
|
2023
Q2 | $440 | Hold |
56
| – | – | ﹤0.01% | 853 |
|
|
2023
Q1 | $403 | Buy |
+56
| New | +$403 | ﹤0.01% | 866 |
|