Stevens First Principles Investment Advisors’s Beneficial Bancorp, Inc. BNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,898
| Closed | -$34K | – | 248 |
|
|
2014
Q3 | $34K | Sell |
2,898
-14,475
| -83% | -$170K | 0.02% | 159 |
|
|
2014
Q2 | $214K | Hold |
17,373
| – | – | 0.12% | 81 |
|
|
2014
Q1 | $208K | Sell |
17,373
-2,915
| -14% | -$34.9K | 0.13% | 74 |
|
|
2013
Q4 | $201K | Hold |
20,288
| – | – | 0.12% | 81 |
|
|
2013
Q3 | $184K | Buy |
20,288
+2,376
| +13% | +$21.5K | 0.11% | 84 |
|
|
2013
Q2 | $137K | Buy |
+17,912
| New | +$137K | 0.1% | 82 |
|