Beam Wealth Advisors, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History

Beam Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$118.83 - $131.16 $437,294 - $482,668	-3,680 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$112.15 - $119.45 $9,532 - $10,153	85 Added 2.36%	3,680 $440,000
Q1 2021 May 17, 2021	BUY	$102.76 - $111.47 $61,656 - $66,882	600 Added 20.03%	3,595 $399,000
Q4 2020 Jan 26, 2021	BUY	$91.59 - $104.77 $274,312 - $313,786	2,995 New	2,995 $313,000

165

7.02M

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