AssetMark Inc’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,261
| Closed | -$45K | – | 1375 |
|
|
2017
Q1 | $45K | Buy |
1,261
+7
| +0.6% | +$250 | ﹤0.01% | 665 |
|
|
2016
Q4 | $46K | Buy |
1,254
+8
| +0.6% | +$293 | ﹤0.01% | 639 |
|
|
2016
Q3 | $35K | Buy |
1,246
+9
| +0.7% | +$253 | ﹤0.01% | 710 |
|
|
2016
Q2 | $33K | Buy |
1,237
+9
| +0.7% | +$240 | ﹤0.01% | 708 |
|
|
2016
Q1 | $33K | Buy |
+1,228
| New | +$33K | ﹤0.01% | 661 |
|