Envestnet Asset Management’s Beneficial Bancorp, Inc. BNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,615
| Closed | -$152K | – | 3082 |
|
|
2018
Q4 | $152K | Buy |
+10,615
| New | +$152K | ﹤0.01% | 2739 |
|
|
2017
Q3 | – | Sell |
-87
| Closed | -$1K | – | 3116 |
|
|
2017
Q2 | $1K | Hold |
87
| – | – | ﹤0.01% | 3029 |
|
|
2017
Q1 | $1K | Sell |
87
-22
| -20% | -$253 | ﹤0.01% | 3091 |
|
|
2016
Q4 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 3008 |
|
|
2014
Q4 | – | Sell |
-115
| Closed | -$1K | – | 2831 |
|
|
2014
Q3 | $1K | Sell |
115
-106
| -48% | -$922 | ﹤0.01% | 2693 |
|
|
2014
Q2 | $3K | Hold |
221
| – | – | ﹤0.01% | 2456 |
|
|
2014
Q1 | $3K | Sell |
221
-251
| -53% | -$3.41K | ﹤0.01% | 2245 |
|
|
2013
Q4 | $5K | Hold |
472
| – | – | ﹤0.01% | 2032 |
|
|
2013
Q3 | $4K | Hold |
472
| – | – | ﹤0.01% | 2013 |
|
|
2013
Q2 | $4K | Buy |
+472
| New | +$4K | ﹤0.01% | 1969 |
|