Beam Wealth Advisors, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Beam Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 20, 2022	BUY	$49.8 - $59.56 $40,437 - $48,362	812 Added 8.6%	10,251 $500,000
Q2 2022 Aug 01, 2022	BUY	$54.29 - $67.38 $512,443 - $635,999	9,439 New	9,439 $515,000
Q4 2021 Jan 14, 2022	SELL	$70.21 - $77.4 $681,107 - $750,857	-9,701 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$72.22 - $79.08 $56,259 - $61,603	779 Added 8.73%	9,701 $722,000
Q2 2021 Jul 13, 2021	BUY	$72.9 - $77.14 $650,413 - $688,243	8,922 New	8,922 $662,000

Q1 2020 Apr 08, 2020	SELL	$38.34 - $62.84 $338,120 - $554,185	-8,819 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$55.92 - $62.67 $493,158 - $552,686	8,819 New	8,819 $549,000

719

110M

12.6K

22.8K

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