Mount Yale Investment 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
2018
Q4
Sell
-3,055
Closed -$104K 362
2018
Q3
$104K Buy
3,055
+21
+0.7% +$715 0.02% 428
2018
Q2
$123K Hold
3,034
0.02% 395
2018
Q1
$115K Buy
+3,034
New +$115K 0.02% 410