Belpointe Asset Management’s Beacon Financial Corporation BBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,460
Closed -$137K 877
2023
Q1
$137K Buy
5,460
+525
+11% +$13.2K 0.01% 1133
2022
Q4
$148K Buy
+4,935
New +$148K 0.01% 1029