BFG
ATV
Beacon Financial Group’s ANTHEM INC %EQUITY SECURITY UNITS ATV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,603
| Closed | -$709K | – | 325 |
|
|
2023
Q3 | $709K | Buy |
1,603
+21
| +1% | +$9.29K | 0.1% | 157 |
|
|
2023
Q2 | $696K | Sell |
1,582
-161
| -9% | -$70.8K | 0.09% | 154 |
|
|
2023
Q1 | $845K | Sell |
1,743
-323
| -16% | -$157K | 0.12% | 145 |
|
|
2022
Q4 | $1.06M | Buy |
+2,066
| New | +$1.06M | 0.14% | 132 |
|