WBI Investments’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-19,674
| Closed | -$217K | – | 123 |
|
|
2020
Q2 | $217K | Buy |
+19,674
| New | +$217K | 0.03% | 98 |
|
|
2018
Q4 | – | Sell |
-11,334
| Closed | -$461K | – | 109 |
|
|
2018
Q3 | $461K | Buy |
+11,334
| New | +$461K | 0.03% | 222 |
|
|
2017
Q4 | – | Sell |
-76,767
| Closed | -$2.98M | – | 290 |
|
|
2017
Q3 | $2.98M | Sell |
76,767
-12,827
| -14% | -$497K | 0.13% | 105 |
|
|
2017
Q2 | $3.15M | Buy |
89,594
+61,485
| +219% | +$2.16M | 0.14% | 116 |
|
|
2017
Q1 | $1.01M | Buy |
+28,109
| New | +$1.01M | 0.04% | 204 |
|