Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,351
| Closed | -$203K | – | 574 |
|
|
2024
Q3 | $203K | Sell |
2,351
-1,141
| -33% | -$98.6K | 0.03% | 459 |
|
|
2024
Q2 | $316K | Hold |
3,492
| – | – | 0.05% | 278 |
|
|
2024
Q1 | $342K | Buy |
3,492
+42
| +1% | +$4.12K | 0.05% | 267 |
|
|
2023
Q4 | $300K | Sell |
3,450
-11
| -0.3% | -$957 | 0.05% | 272 |
|
|
2023
Q3 | $267K | Sell |
3,461
-35
| -1% | -$2.7K | 0.04% | 281 |
|
|
2023
Q2 | $290K | Buy |
3,496
+3
| +0.1% | +$249 | 0.05% | 270 |
|
|
2023
Q1 | $206K | Buy |
+3,493
| New | +$206K | 0.03% | 395 |
|
|
2021
Q1 | – | Sell |
-1,803
| Closed | -$72K | – | 2028 |
|
|
2020
Q4 | $72K | Buy |
+1,803
| New | +$72K | 0.02% | 625 |
|