Beam Wealth Advisors, Inc. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Beam Wealth Advisors, Inc.

$306 Million
Q4 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Spdr Ser Tr Spdr Ice Pfd Sec E stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 10,667 shares of PSK stock, worth $354,464. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,667

Previous 10,874 1.9%

Holding current value

$354,464

Previous $387,000 9.3%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$32.75 - $35.81 $6,779 - $7,412	-207 Reduced 1.9%	10,667 $351,000
Q3 2024 Nov 04, 2024	BUY	$33.58 - $35.96 $5,272 - $5,645	157 Added 1.46%	10,874 $387,000
Q2 2024 Aug 07, 2024	BUY	$32.98 - $34.74 $8,442 - $8,893	256 Added 2.45%	10,717 $363,000
Q1 2024 Apr 30, 2024	SELL	$33.52 - $35.27 $5,463 - $5,749	-163 Reduced 1.53%	10,461 $364,000
Q4 2023 Jan 30, 2024	SELL	$30.17 - $33.89 $5,279 - $5,930	-175 Reduced 1.62%	10,624 $356,000
Q3 2023 Oct 26, 2023	BUY	$32.3 - $33.77 $290 - $303	9 Added 0.08%	10,799 $350,000
Q2 2023 Jul 26, 2023	BUY	$31.88 - $34.63 $5,068 - $5,506	159 Added 1.5%	10,790 $361,000
Q1 2023 Apr 26, 2023	BUY	$32.33 - $37.04 $3,168 - $3,629	98 Added 0.93%	10,631 $361,000
Q4 2022 Jan 20, 2023	BUY	$32.04 - $35.12 $13,809 - $15,136	431 Added 4.27%	10,533 $0
Q3 2022 Oct 20, 2022	BUY	$34.21 - $38.59 $56,514 - $63,750	1,652 Added 19.55%	10,102 $352,000
Q2 2022 Aug 01, 2022	BUY	$34.49 - $38.69 $241 - $270	7 Added 0.08%	8,450 $303,000
Q1 2022 Apr 26, 2022	SELL	$37.66 - $42.71 $59,804 - $67,823	-1,588 Reduced 15.83%	8,443 $329,000
Q4 2021 Jan 14, 2022	BUY	$42.1 - $43.53 $40,963 - $42,354	973 Added 10.74%	10,031 $430,000
Q3 2021 Oct 14, 2021	BUY	$43.1 - $44.18 $390,399 - $400,182	9,058 New	9,058 $394,000

Others Institutions Holding PSK

# of Institutions

193

Shares Held

14.1M

Call Options Held

3.9K

Put Options Held

View Full List

About SPDR SER TR SPDR ICE PFD SEC E

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Beam Wealth Advisors, Inc. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History