Beam Wealth Advisors, Inc. Ishares Treasury Floating Rate Transaction History

Beam Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$50.25 - $50.27 $220,647 - $220,735	-4,391 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$50.27 - $50.29 $19,906 - $19,914	396 Added 9.91%	4,391 $221,000
Q2 2021 Jul 13, 2021	BUY	$50.27 - $50.3 $200,828 - $200,948	3,995 New	3,995 $201,000
Q2 2020 Jul 07, 2020	SELL	$50.27 - $50.32 $956,185 - $957,136	-19,021 Closed	0 $0
Q1 2020 Apr 08, 2020	SELL	$50.22 - $50.36 $40,477 - $40,590	-806 Reduced 4.07%	19,021 $957,000
Q4 2019 Feb 14, 2020	BUY	$50.2 - $50.29 $995,315 - $997,099	19,827 New	19,827 $996,000

445

86.2M

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