Beacon Financial Advisory’s Sachem Capital Corp SACH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,744
| Closed | -$32.1K | – | 312 |
|
2024
Q3 | $32.1K | Buy |
12,744
+405
| +3% | +$1.02K | 0.01% | 297 |
|
2024
Q2 | $32K | Buy |
12,339
+402
| +3% | +$1.04K | 0.01% | 290 |
|
2024
Q1 | $53.2K | Buy |
11,937
+333
| +3% | +$1.49K | 0.03% | 239 |
|
2023
Q4 | $43.4K | Buy |
11,604
+347
| +3% | +$1.3K | 0.02% | 248 |
|
2023
Q3 | $39.7K | Buy |
11,257
+407
| +4% | +$1.44K | 0.02% | 223 |
|
2023
Q2 | $37.9K | Sell |
10,850
-9,218
| -46% | -$32.2K | 0.02% | 219 |
|
2023
Q1 | $74.7K | Sell |
20,068
-5,530
| -22% | -$20.6K | 0.05% | 204 |
|
2022
Q4 | $84.5K | Buy |
25,598
+870
| +4% | +$2.87K | 0.06% | 186 |
|
2022
Q3 | $82K | Buy |
24,728
+697
| +3% | +$2.31K | 0.06% | 185 |
|
2022
Q2 | $98K | Sell |
24,031
-4,326
| -15% | -$17.6K | 0.06% | 213 |
|
2022
Q1 | $145K | Buy |
28,357
+540
| +2% | +$2.76K | 0.07% | 234 |
|
2021
Q4 | $162K | Buy |
27,817
+562
| +2% | +$3.27K | 0.07% | 238 |
|
2021
Q3 | $149K | Buy |
27,255
+5,999
| +28% | +$32.8K | 0.08% | 227 |
|
2021
Q2 | $114K | Sell |
21,256
-1,464
| -6% | -$7.85K | 0.06% | 218 |
|
2021
Q1 | $119K | Buy |
22,720
+620
| +3% | +$3.25K | 0.07% | 221 |
|
2020
Q4 | $91K | Buy |
22,100
+621
| +3% | +$2.56K | 0.06% | 199 |
|
2020
Q3 | $85K | Buy |
21,479
+689
| +3% | +$2.73K | 0.07% | 174 |
|
2020
Q2 | $61K | Buy |
20,790
+10,000
| +93% | +$29.3K | 0.07% | 145 |
|
2020
Q1 | $18K | Buy |
10,790
+289
| +3% | +$482 | 0.02% | 135 |
|
2019
Q4 | $45K | Buy |
+10,501
| New | +$45K | 0.04% | 161 |
|