Beam Wealth Advisors, Inc. Ishares S&P Smallcap 600 Value Transaction History

Beam Wealth Advisors, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	SELL	$88.82 - $106.56 $25,224 - $30,263	-284 Reduced 3.39%	8,090 $757,000
Q4 2022 Jan 20, 2023	BUY	$89.32 - $97.98 $747,965 - $820,484	8,374 New	8,374 $0
Q3 2021 Oct 14, 2021	SELL	N/A	-11,084 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	N/A	-96 Reduced 0.86%	11,084 $1.17 Million
Q1 2021 May 17, 2021	SELL	N/A	-81 Reduced 0.72%	11,180 $1.13 Million

Q4 2020 Jan 26, 2021	BUY	N/A	11,261 New	11,261 $916,000
Q2 2020 Jul 07, 2020	SELL	N/A	-13,701 Closed	0 $0
Q1 2020 Apr 08, 2020	BUY	N/A	7,777 Added 131.28%	13,701 $1.37 Million
Q4 2019 Feb 14, 2020	BUY	N/A	5,924 New	5,924 $953,000

810

42.2M

38.3K

16K

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