Zeke Capital Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-23,152
| Closed | -$222K | – | 650 |
|
|
2018
Q2 | $222K | Buy |
23,152
+370
| +2% | +$3.55K | 0.02% | 511 |
|
|
2018
Q1 | $257K | Sell |
22,782
-185
| -0.8% | -$2.09K | 0.02% | 488 |
|
|
2017
Q4 | $239K | Buy |
22,967
+7,277
| +46% | +$75.7K | 0.03% | 455 |
|
|
2017
Q3 | $155K | Sell |
15,690
-78
| -0.5% | -$771 | 0.02% | 416 |
|
|
2017
Q2 | $159K | Sell |
15,768
-5,289
| -25% | -$53.3K | 0.03% | 289 |
|
|
2017
Q1 | $225K | Buy |
21,057
+5,152
| +32% | +$55.1K | 0.05% | 229 |
|
|
2016
Q4 | $165K | Buy |
+15,905
| New | +$165K | 0.04% | 193 |
|