Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,850
| Closed | -$429K | – | 370 |
|
|
2018
Q3 | $429K | Buy |
+11,850
| New | +$429K | 0.29% | 68 |
|
|
2018
Q2 | – | Sell |
-7,050
| Closed | -$374K | – | 393 |
|
|
2018
Q1 | $374K | Sell |
7,050
-5,300
| -43% | -$281K | 0.26% | 77 |
|
|
2017
Q4 | $787K | Buy |
12,350
+5,100
| +70% | +$325K | 0.51% | 54 |
|
|
2017
Q3 | $372K | Buy |
+7,250
| New | +$372K | 0.25% | 78 |
|