BCMIO
Beacon Capital Management Inc (Ohio)’s Beacon Tactical Risk ETF BTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $23.4M | Hold |
1,003,237
| – | – | 1.17% | 15 |
|
|
2024
Q4 | $26.3M | Hold |
1,003,237
| – | – | 1.14% | 19 |
|
|
2024
Q3 | $26.8M | Hold |
1,003,237
| – | – | 1.12% | 20 |
|
|
2024
Q2 | $24.7M | Hold |
1,003,237
| – | – | 1.06% | 20 |
|
|
2024
Q1 | $24.7M | Hold |
1,003,237
| – | – | 1.03% | 20 |
|
|
2023
Q4 | $23.2M | Hold |
1,003,237
| – | – | 0.93% | 16 |
|
|
2023
Q3 | $23.7M | Buy |
1,003,237
+325,537
| +48% | +$7.7M | 0.88% | 16 |
|
|
2023
Q2 | $16.8M | Buy |
+677,700
| New | +$16.8M | 0.59% | 14 |
|