Back to BC-PC
Simplicity Wealth,LLC BC-PC Position History
NASDAQ MEA Basic Resources Larg • Manufacturing
Quarters held
5
Latest value
$609K
Q3 2026
Peak value
$807K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $627K |
| Q4 2025 | $725K |
| Q1 2026 | $718K |
| Q2 2026 | $807K |
| Q3 2026 | $609K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $609K | 9.5K | — | — |
| Q2 2026 | $807K | 9.6K | — | — |
| Q1 2026 | $718K | 9.9K | — | — |
| Q4 2025 | $725K | 9.8K | — | — |
| Q3 2025 | $627K | 9.9K | — | — |
Other funds holding BC-PC
$464.1M
$404.5M
$376.8M
$367M
$341.3M
$337.6M
$252.3M
$214.5M