Beam Wealth Advisors, Inc. Fidelity Covington Tr Small Mi Transaction History

Beam Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 14, 2021	SELL	$32.48 - $34.98 $670,257 - $721,847	-20,636 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$32.83 - $34.48 $5,581 - $5,861	-170 Reduced 0.82%	20,636 $699,000
Q1 2021 May 17, 2021	SELL	$28.42 - $33.37 $4,319 - $5,072	-152 Reduced 0.73%	20,806 $677,000
Q4 2020 Jan 26, 2021	BUY	$23.95 - $28.89 $14,753 - $17,796	616 Added 3.03%	20,958 $601,000
Q3 2020 Oct 07, 2020	BUY	$22.32 - $25.14 $454,033 - $511,397	20,342 New	20,342 $483,000

143

16.4M

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