Beam Wealth Advisors, Inc. Ishares Tr U S Utils ETF Transaction History

Beam Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 13, 2021	SELL	$78.5 - $83.84 $800,307 - $854,748	-10,195 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$72.46 - $79.63 $82,531 - $90,698	-1,139 Reduced 10.05%	10,195 $811,000
Q4 2020 Jan 26, 2021	BUY	$73.61 - $82.19 $342,433 - $382,347	4,652 Added 69.62%	11,334 $880,000
Q3 2020 Oct 07, 2020	BUY	$70.19 - $76.14 $37,060 - $40,201	528 Added 8.58%	6,682 $976,000
Q2 2020 Jul 07, 2020	BUY	$64.5 - $78.05 $72,046 - $87,181	1,117 Added 22.18%	6,154 $873,000
Q1 2020 Apr 08, 2020	BUY	$56.5 - $88.53 $284,590 - $445,925	5,037 New	5,037 $696,000

283

7.81M

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