Mount Yale Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,576
| Closed | -$319K | – | 1512 |
|
|
2025
Q1 | $319K | Buy |
2,576
+560
| +28% | +$69.3K | 0.03% | 419 |
|
|
2024
Q4 | $205K | Buy |
+2,016
| New | +$205K | 0.02% | 520 |
|
|
2022
Q1 | – | Sell |
-5,379
| Closed | -$308K | – | 498 |
|
|
2021
Q4 | $308K | Sell |
5,379
-92
| -2% | -$5.27K | 0.03% | 365 |
|
|
2021
Q3 | $261K | Buy |
5,471
+35
| +0.6% | +$1.67K | 0.03% | 382 |
|
|
2021
Q2 | $289K | Sell |
5,436
-954
| -15% | -$50.7K | 0.04% | 327 |
|
|
2021
Q1 | $334K | Buy |
+6,390
| New | +$334K | 0.04% | 294 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$1K | – | 807 |
|
|
2018
Q3 | $1K | Sell |
37
-1,039
| -97% | -$28.1K | ﹤0.01% | 925 |
|
|
2018
Q2 | $46K | Buy |
1,076
+389
| +57% | +$16.6K | 0.01% | 647 |
|
|
2018
Q1 | $36K | Buy |
+687
| New | +$36K | 0.01% | 681 |
|