AE Wealth Management’s Beacon Financial Corporation BBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-21,339
Closed -$535K 1903
2023
Q1
$535K Buy
+21,339
New +$535K ﹤0.01% 1321