BFG
Beacon Financial Group’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-29,875
| Closed | -$355K | – | 185 |
|
|
2016
Q2 | $355K | Sell |
29,875
-1,148
| -4% | -$13.6K | 0.08% | 141 |
|
|
2016
Q1 | $370K | Buy |
+31,023
| New | +$370K | 0.08% | 145 |
|
|
2015
Q2 | – | Sell |
-30,685
| Closed | -$389K | – | 174 |
|
|
2015
Q1 | $389K | Buy |
30,685
+8,497
| +38% | +$108K | 0.09% | 118 |
|
|
2014
Q4 | $251K | Buy |
+22,188
| New | +$251K | 0.05% | 159 |
|