E.E. Geduld’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,500
| Closed | -$218K | – | 160 |
|
|
2015
Q4 | $218K | Sell |
7,500
-2,500
| -25% | -$72.7K | 0.13% | 73 |
|
|
2015
Q3 | $275K | Hold |
10,000
| – | – | 0.26% | 73 |
|
|
2015
Q2 | $285K | Hold |
10,000
| – | – | 0.18% | 103 |
|
|
2015
Q1 | $277K | Hold |
10,000
| – | – | 0.18% | 109 |
|
|
2014
Q4 | $267K | Sell |
10,000
-5,000
| -33% | -$134K | 0.14% | 110 |
|
|
2014
Q3 | $352K | Hold |
15,000
| – | – | 0.25% | 84 |
|
|
2014
Q2 | $348K | Sell |
15,000
-10,000
| -40% | -$232K | 0.22% | 97 |
|
|
2014
Q1 | $647K | Hold |
25,000
| – | – | 0.35% | 60 |
|
|
2013
Q4 | $682K | Hold |
25,000
| – | – | 0.33% | 47 |
|
|
2013
Q3 | $628K | Hold |
25,000
| – | – | 0.38% | 52 |
|
|
2013
Q2 | $694K | Buy |
+25,000
| New | +$694K | 0.49% | 37 |
|