Sageworth Trust’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40
| Closed | -$1K | – | 122 |
|
|
2023
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 329 |
|
|
2021
Q4 | $1K | Sell |
40
-135
| -77% | -$3.38K | ﹤0.01% | 674 |
|
|
2021
Q3 | $5K | Hold |
175
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 716 |
|