Beam Wealth Advisors, Inc. Spdr Portfolio Short Term Trea Transaction History

Beam Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$30.42 - $30.64 $269,673 - $271,623	-8,865 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$30.62 - $30.7 $8,236 - $8,258	269 Added 3.13%	8,865 $272,000
Q1 2021 May 17, 2021	BUY	$30.64 - $30.7 $6,128 - $6,140	200 Added 2.38%	8,596 $264,000
Q4 2020 Jan 26, 2021	BUY	$30.65 - $30.71 $45,975 - $46,065	1,500 Added 21.75%	8,396 $258,000
Q3 2020 Oct 07, 2020	BUY	$30.69 - $30.73 $211,638 - $211,914	6,896 New	6,896 $212,000

409

174M

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