BFA
Beacon Financial Advisory’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,936
| Closed | -$583K | – | 232 |
|
|
2021
Q2 | $583K | Sell |
2,936
-300
| -9% | -$59.6K | 0.31% | 105 |
|
|
2021
Q1 | $610K | Buy |
3,236
+917
| +40% | +$173K | 0.35% | 97 |
|
|
2020
Q4 | $408K | Sell |
2,319
-881
| -28% | -$155K | 0.27% | 116 |
|
|
2020
Q3 | $446K | Buy |
+3,200
| New | +$446K | 0.39% | 83 |
|