BFG
FLEX icon

Beacon Financial Group’s Flex FLEX Stock Holding History

Beacon Financial Group’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-39,644
Closed -$355K – 185
2016
Q2 		$355K Sell
39,644
-1,524
-4% -$14.2K 0.08% 141
2016
Q1 		$370K Buy
+41,168
New +$331K 0.08% 145
2015
Q2 		– Sell
-40,719
Closed -$389K – 174
2015
Q1 		$389K Buy
40,719
+11,276
+38% +$98.9K 0.09% 118
2014
Q4 		$251K Buy
+29,443
New +$233K 0.05% 159

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