JP Morgan Private Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $630K | Sell |
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|
2021
Q4 | $719K | Sell |
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|
2021
Q3 | $683K | Sell |
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|
2021
Q2 | $802K | Sell |
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|
2021
Q1 | $697K | Sell |
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|
2020
Q4 | $575K | Buy |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $697K | Buy |
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|
2020
Q1 | $199K | Buy |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $235K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $204K | Buy |
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