PFO
BBT

Pathstone Family Office’s Beacon Financial Corporation BBT Stock Holding History

Pathstone Family Office’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,097
Closed -$272K – 1227
2022
Q4 		$272K Buy
9,097
+97
+1% +$2.9K ﹤0.01% 1280
2022
Q3 		$246K Buy
+9,000
New +$246K ﹤0.01% 1274