Loring Wolcott & Coolidge Fiduciary Advisors’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-212
| Closed | -$6K | – | 769 |
|
|
2021
Q2 | $6K | Buy |
+212
| New | +$6K | ﹤0.01% | 708 |
|
|
2021
Q1 | – | Sell |
-212
| Closed | -$4K | – | 351 |
|
|
2020
Q4 | $4K | Buy |
+212
| New | +$4K | ﹤0.01% | 704 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$3K | – | 620 |
|
|
2013
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2013
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 534 |
|