Beacon Capital Management LLC (Tennessee)’s SoFi Weekly Income ETF TGIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-68
| Closed | -$6.42K | – | 1156 |
|
|
2023
Q4 | $6.42K | Hold |
68
| – | – | ﹤0.01% | 609 |
|
|
2023
Q3 | $6.45K | Hold |
68
| – | – | ﹤0.01% | 647 |
|
|
2023
Q2 | $6.45K | Hold |
68
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $6.4K | Sell |
68
-2,825
| -98% | -$266K | ﹤0.01% | 582 |
|
|
2022
Q4 | $268K | Sell |
2,893
-2,805
| -49% | -$260K | 0.09% | 67 |
|
|
2022
Q3 | $529K | Sell |
5,698
-3,361
| -37% | -$312K | 0.18% | 43 |
|
|
2022
Q2 | $899K | Hold |
9,059
| – | – | 0.22% | 33 |
|
|
2022
Q1 | $899K | Buy |
+9,059
| New | +$899K | 0.21% | 33 |
|