Mark Sheptoff Financial Planning’s Beneficial Bancorp, Inc. BNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-650
| Closed | -$8K | – | 382 |
|
|
2016
Q2 | $8K | Sell |
650
-3,500
| -84% | -$43.1K | 0.01% | 262 |
|
|
2016
Q1 | $57K | Sell |
4,150
-41,200
| -91% | -$566K | 0.05% | 144 |
|
|
2015
Q4 | $604K | Sell |
45,350
-1,500
| -3% | -$20K | 0.49% | 55 |
|
|
2015
Q3 | $621K | Buy |
46,850
+28,750
| +159% | +$381K | 0.54% | 51 |
|
|
2015
Q2 | $226K | Buy |
+18,100
| New | +$226K | 0.18% | 94 |
|