Integrated Wealth Concepts’s Beacon Roofing Supply, Inc. BECN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,530
| Closed | -$437K | – | 2023 |
|
|
2025
Q1 | $437K | Sell |
3,530
-10
| -0.3% | -$1.24K | 0.01% | 1204 |
|
|
2024
Q4 | $360K | Buy |
3,540
+1
| +0% | +$102 | ﹤0.01% | 1274 |
|
|
2024
Q3 | $306K | Sell |
3,539
-472
| -12% | -$40.8K | ﹤0.01% | 1332 |
|
|
2024
Q2 | $363K | Hold |
4,011
| – | – | 0.01% | 1206 |
|
|
2024
Q1 | $393K | Hold |
4,011
| – | – | 0.01% | 1169 |
|
|
2023
Q4 | $349K | Hold |
4,011
| – | – | 0.01% | 1183 |
|
|
2023
Q3 | $310K | Sell |
4,011
-1,431
| -26% | -$110K | 0.01% | 1211 |
|
|
2023
Q2 | $451K | Buy |
+5,442
| New | +$451K | 0.01% | 1032 |
|