Beacon Capital Management LLC (Tennessee)’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.5K | Buy |
50
+6
| +14% | +$2.7K | ﹤0.01% | 484 |
|
2025
Q1 | $20.1K | Hold |
44
| – | – | ﹤0.01% | 479 |
|
2024
Q4 | $21.2K | Buy |
44
+2
| +5% | +$963 | ﹤0.01% | 463 |
|
2024
Q3 | $19.3K | Buy |
42
+36
| +600% | +$16.6K | ﹤0.01% | 496 |
|
2024
Q2 | $2.46K | Hold |
6
| – | – | ﹤0.01% | 830 |
|
2024
Q1 | $2.73K | Buy |
+6
| New | +$2.73K | ﹤0.01% | 818 |
|