Beam Wealth Advisors, Inc. Ishares Inc Transaction History

Beam Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 20, 2022	BUY	$44.37 - $50.42 $91,535 - $104,016	2,063 Added 17.25%	14,022 $603,000
Q2 2022 Aug 01, 2022	BUY	$48.46 - $57.45 $579,533 - $687,044	11,959 New	11,959 $587,000
Q4 2021 Jan 14, 2022	SELL	$57.97 - $64.38 $1.13 Million - $1.26 Million	-19,569 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$60.55 - $66.68 $43,293 - $47,676	715 Added 3.79%	19,569 $1.21 Million
Q2 2021 Jul 13, 2021	BUY	$63.17 - $68.14 $1.19 Million - $1.28 Million	18,854 New	18,854 $1.26 Million
Q1 2020 Apr 08, 2020	SELL	$36.22 - $55.44 $509,144 - $779,320	-14,057 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$48.38 - $53.99 $680,077 - $758,937	14,057 New	14,057 $756,000

1,859

1.22B

143K

21.3K

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.