WR Wealth Planners’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$600 Hold
2024
Q1
$529 Buy
2023
Q4
Sell
2023
Q3
$436 Hold
2023
Q2
$440 Hold
2023
Q1
$403 Buy