Number of Shares
22,156
Previous 22,831 2.96%
Holding current value
$1.12 Million
Previous $1.11 Million 0.63%
% of portfolio
0.28%
Previous 0.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

SELL
N/A
-675 Reduced 2.96%
22,156 $1.12 Million
Q2 2024

Jul 16, 2024

BUY
N/A
2,487 Added 12.22%
22,831 $1.09 Million
Q1 2024

Apr 10, 2024

SELL
N/A
-1,092 Reduced 5.09%
20,344 $926,000
Q4 2023

Jan 11, 2024

SELL
N/A
-2,514 Reduced 10.5%
21,436 $954,000
Q3 2023

Oct 12, 2023

SELL
N/A
-24 Reduced 0.1%
23,950 $1 Million
Q2 2023

Jul 19, 2023

BUY
N/A
368 Added 1.56%
23,974 $999,000
Q1 2023

Apr 10, 2023

SELL
N/A
-1,624 Reduced 6.44%
23,606 $919,000
Q2 2022

Jul 29, 2022

SELL
N/A
-2,915 Reduced 10.36%
25,230 $860,000
Q1 2022

Apr 28, 2022

BUY
N/A
9,634 Added 52.04%
28,145 $1.1 Million
Q1 2021

Apr 28, 2021

BUY
N/A
18,511 New
18,511 $663,000
Track This Portfolio

Track Bcs Wealth Management Portfolio

Follow Bcs Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.