BCS WEALTH MANAGEMENT – Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$4.16M
portfolio value
BCS WEALTH MANAGEMENT quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.00% | 7.04K shares | -269K | $28.13 | 147.94K |
| Q2 2022 | share | Increase | +0.08% | 117 shares | -739K | $31.45 | 140.90K |
| Q1 2022 | share | Decrease | -10.39% | -16.31K shares | -937K | $36.72 | 140.78K |
| Q4 2021 | share | Increase | +12.52% | 17.48K shares | 704K | $38.93 | 157.10K |
| Q3 2021 | share | Increase | +9.79% | 12.44K shares | 386K | $38.7 | 139.61K |
| Q2 2021 | share | Increase | +2.86% | 3.53K shares | 366K | $39.45 | 127.17K |
| Q1 2021 | share | Increase | +3.73% | 4.44K shares | 359K | $37.3 | 123.63K |
| Q4 2020 | share | Increase | +6.93% | 7.72K shares | 792K | $35.7 | 119.18K |
| Q3 2020 | share | Increase | +1.40% | 1.53K shares | 230K | $30.69 | 111.45K |
| Q2 2020 | share | Increase | +6.12% | 6.34K shares | 593K | $29.08 | 109.92K |
| Q1 2020 | share | Increase | +37.03% | 27.99K shares | 135K | $25.05 | 103.58K |
| Q4 2019 | share | Increase | 0.00% | 75.58K shares | 2.54M | $32.61 | 75.58K |