Beam Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History

Beam Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 20, 2022	BUY	$102.55 - $108.59 $341,081 - $361,170	3,326 Added 45.26%	10,675 $1.1 Million
Q2 2022 Aug 01, 2022	BUY	$104.73 - $109.51 $769,660 - $804,788	7,349 New	7,349 $782,000
Q2 2020 Jul 07, 2020	SELL	$109.93 - $115.44 $644,079 - $676,362	-5,859 Closed	0 $0
Q1 2020 Apr 08, 2020	SELL	$101.52 - $117.61 $908,502 - $1.05 Million	-8,949 Reduced 60.43%	5,859 $662,000
Q4 2019 Feb 14, 2020	BUY	$113.18 - $114.61 $1.68 Million - $1.7 Million	14,808 New	14,808 $1.69 Million

1,508

304M

506K

427K

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.