YorkBridge Wealth Partners’s Barclays Bank Plc BCS.PRD.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-17,800
| Closed | -$460K | – | 798 |
|
|
2018
Q3 | $460K | Buy |
17,800
+4,000
| +29% | +$103K | 0.21% | 109 |
|
|
2018
Q2 | $365K | Hold |
13,800
| – | – | 0.16% | 127 |
|
|
2018
Q1 | $360K | Hold |
13,800
| – | – | 0.17% | 124 |
|
|
2017
Q4 | $362K | Sell |
13,800
-400
| -3% | -$10.5K | 0.17% | 123 |
|
|
2017
Q3 | $377K | Hold |
14,200
| – | – | 0.2% | 110 |
|
|
2017
Q2 | $379K | Buy |
14,200
+4,000
| +39% | +$107K | 0.2% | 105 |
|
|
2017
Q1 | $267K | Buy |
10,200
+400
| +4% | +$10.5K | 0.14% | 139 |
|
|
2016
Q4 | $255K | Buy |
+9,800
| New | +$255K | 0.15% | 133 |
|