TCI Wealth Advisors’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 |
-285
| Closed | -$7.14K | – | 444 |
|
|
2023
Q1 | $7.14K | Hold |
285
| – | – | ﹤0.01% | 1292 |
|
|
2022
Q4 | $8.52K | Hold |
285
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q3 | $8K | Hold |
285
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q2 | $7K | Sell |
285
-163
| -36% | -$4K | ﹤0.01% | 1211 |
|
|
2022
Q1 | $13K | Hold |
448
| – | – | ﹤0.01% | 915 |
|
|
2021
Q4 | $13K | Buy |
448
+163
| +57% | +$4.73K | ﹤0.01% | 958 |
|
|
2021
Q3 | $8K | Hold |
285
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q2 | $8K | Hold |
285
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q1 | $6K | Hold |
285
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q4 | $5K | Hold |
285
| – | – | ﹤0.01% | 826 |
|
|
2020
Q3 | $3K | Buy |
+285
| New | +$3K | ﹤0.01% | 902 |
|
|
2020
Q1 | – | Sell |
-80
| Closed | -$3K | – | 1474 |
|
|
2019
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 992 |
|
|
2019
Q3 | $2K | Buy |
80
+42
| +111% | +$1.05K | ﹤0.01% | 1033 |
|
|
2019
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 1151 |
|
|
2018
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1139 |
|