Howe & Rusling’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-107
| Closed | -$2K | – | 810 |
|
|
2020
Q1 | $2K | Sell |
107
-4
| -4% | -$75 | ﹤0.01% | 618 |
|
|
2019
Q4 | $4K | Hold |
111
| – | – | ﹤0.01% | 574 |
|
|
2019
Q3 | $3K | Hold |
111
| – | – | ﹤0.01% | 615 |
|
|
2019
Q2 | $3K | Sell |
111
-10
| -8% | -$270 | ﹤0.01% | 587 |
|
|
2019
Q1 | $3K | Sell |
121
-8
| -6% | -$198 | ﹤0.01% | 595 |
|
|
2018
Q4 | $3K | Buy |
129
+72
| +126% | +$1.67K | ﹤0.01% | 599 |
|
|
2018
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 703 |
|
|
2018
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 658 |
|
|
2018
Q1 | $2K | Sell |
57
-9
| -14% | -$316 | ﹤0.01% | 760 |
|
|
2017
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 698 |
|
|
2017
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 653 |
|
|
2017
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 792 |
|
|
2017
Q1 | $2K | Sell |
66
-9
| -12% | -$273 | ﹤0.01% | 821 |
|
|
2016
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 766 |
|
|
2016
Q3 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 835 |
|