YWP
BBT

YorkBridge Wealth Partners’s Beacon Financial Corporation BBT Stock Holding History

YorkBridge Wealth Partners’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-687
Closed -$27K – 739
2018
Q3 		$27K Buy
687
+1
+0.1% +$39 0.01% 446
2018
Q2 		$28K Buy
686
+24
+4% +$980 0.01% 447
2018
Q1 		$25K Buy
662
+94
+17% +$3.55K 0.01% 467
2017
Q4 		$21K Buy
+568
New +$21K 0.01% 499