TrueWealth LLC’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-84
| Closed | -$3K | – | 803 |
|
2019
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 653 |
|
2019
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 623 |
|
2019
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 636 |
|
2019
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 648 |
|
2018
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 635 |
|
2018
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 701 |
|
2018
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 670 |
|
2018
Q1 | $4K | Hold |
84
| – | – | ﹤0.01% | 634 |
|
2017
Q4 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 676 |
|