J.P. Morgan Private Wealth Advisors’s Beacon Financial Corporation BBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,730
| Closed | -$519K | – | 1521 |
|
|
2023
Q1 | $519K | Buy |
20,730
+1,917
| +10% | +$48K | ﹤0.01% | 1466 |
|
|
2022
Q4 | $563K | Sell |
18,813
-1,101
| -6% | -$32.9K | ﹤0.01% | 1423 |
|
|
2022
Q3 | $544K | Sell |
19,914
-1,646
| -8% | -$45K | ﹤0.01% | 1421 |
|
|
2022
Q2 | $534K | Sell |
21,560
-186
| -0.9% | -$4.61K | ﹤0.01% | 1437 |
|
|
2022
Q1 | $630K | Sell |
21,746
-3,539
| -14% | -$103K | ﹤0.01% | 1427 |
|
|
2021
Q4 | $719K | Sell |
25,285
-47
| -0.2% | -$1.34K | ﹤0.01% | 1397 |
|
|
2021
Q3 | $683K | Sell |
25,332
-3,931
| -13% | -$106K | ﹤0.01% | 1382 |
|
|
2021
Q2 | $802K | Sell |
29,263
-1,984
| -6% | -$54.4K | ﹤0.01% | 1294 |
|
|
2021
Q1 | $697K | Sell |
31,247
-2,358
| -7% | -$52.6K | ﹤0.01% | 1196 |
|
|
2020
Q4 | $575K | Buy |
33,605
+808
| +2% | +$13.8K | ﹤0.01% | 1238 |
|
|
2020
Q3 | $332K | Sell |
32,797
-30,446
| -48% | -$308K | ﹤0.01% | 1318 |
|
|
2020
Q2 | $697K | Buy |
63,243
+49,868
| +373% | +$550K | ﹤0.01% | 940 |
|
|
2020
Q1 | $199K | Buy |
13,375
+4,777
| +56% | +$71.1K | ﹤0.01% | 1298 |
|
|
2019
Q4 | $283K | Buy |
8,598
+560
| +7% | +$18.4K | ﹤0.01% | 1263 |
|
|
2019
Q3 | $235K | Buy |
+8,038
| New | +$235K | ﹤0.01% | 1283 |
|
|
2015
Q1 | – | Sell |
-7,637
| Closed | -$204K | – | 1138 |
|
|
2014
Q4 | $204K | Buy |
+7,637
| New | +$204K | ﹤0.01% | 991 |
|