Ownership history in Beacon Harbor Wealth Advisors, Inc. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Beacon Harbor Wealth Advisors, Inc. reported a position in KANDI TECHNOLOGIES GROUP INC (KNDI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Beacon Harbor Wealth Advisors, Inc. underperformed the S&P 500 by β72.6% annually on this KNDI position. Maximum drawdown during holding period: β61.7%.
β Significantly underperformed the S&P 500 by 72.6% ann.
5 quarters analyzed
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 1 trim. Bought during 0 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size