Carson Wealth (CWM LLC)’s Beacon Roofing Supply, Inc. BECN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60
| Closed | -$7K | – | 5365 |
|
|
2025
Q1 | $7K | Sell |
60
-232
| -79% | -$27.1K | ﹤0.01% | 4325 |
|
|
2024
Q4 | $30K | Buy |
292
+106
| +57% | +$10.9K | ﹤0.01% | 3185 |
|
|
2024
Q3 | $16K | Sell |
186
-59
| -24% | -$5.08K | ﹤0.01% | 3526 |
|
|
2024
Q2 | $22K | Sell |
245
-171
| -41% | -$15.4K | ﹤0.01% | 3062 |
|
|
2024
Q1 | $41K | Buy |
416
+369
| +785% | +$36.4K | ﹤0.01% | 2434 |
|
|
2023
Q4 | $4K | Buy |
47
+8
| +21% | +$681 | ﹤0.01% | 3647 |
|
|
2023
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 3725 |
|
|
2023
Q2 | $3K | Buy |
39
+5
| +15% | +$385 | ﹤0.01% | 3720 |
|
|
2023
Q1 | $2K | Buy |
34
+16
| +89% | +$941 | ﹤0.01% | 3718 |
|
|
2022
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 3876 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3799 |
|
|
2022
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 3673 |
|
|
2017
Q4 | – | Sell |
-675
| Closed | -$35K | – | 1600 |
|
|
2017
Q3 | $35K | Buy |
+675
| New | +$35K | ﹤0.01% | 588 |
|