YHB Investment Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,780
| Closed | -$85K | – | 196 |
|
|
2018
Q4 | $85K | Sell |
11,780
-138,282
| -92% | -$998K | 0.02% | 179 |
|
|
2018
Q3 | $1.28M | Sell |
150,062
-12,738
| -8% | -$109K | 0.19% | 109 |
|
|
2018
Q2 | $1.56M | Buy |
162,800
+813
| +0.5% | +$7.8K | 0.26% | 97 |
|
|
2018
Q1 | $1.83M | Buy |
+161,987
| New | +$1.83M | 0.31% | 94 |
|