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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

BCS holding history

Barclays PLC in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BCS overviewAll 13F holders of BCSFull Q3 2023 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of BCS by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−13,915−100.0%Sold outHolders
Q1 202213,915$110.0K0.1%−2,287−14.1%ReducedHolders
Q4 202116,202$168.0K0.1%−7,239−30.9%ReducedHolders
Q3 202123,441$242.0K0.1%00.0%UnchangedHolders
Q2 202123,441$226.0K0.1%−79−0.3%ReducedHolders
Q1 202123,520$241.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.