Beam Wealth Advisors, Inc. Global X Fds S&P 500 Covered C Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 44,718 shares of XYLD stock, worth $1.89 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

44,718

Previous 44,768 0.11%

Holding current value

$1.89 Million

Previous $1.81 Million 2.54%

% of portfolio

0.57%

Previous 0.6%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$38.49 - $41.61 $1,924 - $2,080	-50 Reduced 0.11%	44,718 $1.86 Million
Q2 2024 Aug 07, 2024	SELL	$39.67 - $40.83 $224,254 - $230,811	-5,653 Reduced 11.21%	44,768 $1.81 Million
Q1 2024 Apr 30, 2024	BUY	$39.29 - $40.79 $153,741 - $159,611	3,913 Added 8.41%	50,421 $2.06 Million
Q4 2023 Jan 30, 2024	SELL	$37.59 - $39.73 $69,391 - $73,341	-1,846 Reduced 3.82%	46,508 $1.83 Million
Q3 2023 Oct 26, 2023	SELL	$38.7 - $41.45 $9,752 - $10,445	-252 Reduced 0.52%	48,354 $1.88 Million
Q2 2023 Jul 26, 2023	SELL	$39.92 - $41.31 $34,650 - $35,857	-868 Reduced 1.75%	48,606 $2 Million
Q1 2023 Apr 26, 2023	BUY	$39.28 - $41.01 $50,514 - $52,738	1,286 Added 2.67%	49,474 $2 Million
Q4 2022 Jan 20, 2023	BUY	$38.18 - $40.63 $32,529 - $34,616	852 Added 1.8%	48,188 $0
Q3 2022 Oct 20, 2022	BUY	$38.11 - $44.05 $214,559 - $248,001	5,630 Added 13.5%	47,336 $1.8 Million
Q2 2022 Aug 01, 2022	BUY	$42.23 - $49.77 $116,554 - $137,365	2,760 Added 7.09%	41,706 $1.78 Million
Q1 2022 Apr 26, 2022	BUY	$46.77 - $50.78 $280,245 - $304,273	5,992 Added 18.18%	38,946 $1.93 Million
Q4 2021 Jan 14, 2022	BUY	$48.51 - $51.13 $164,739 - $173,637	3,396 Added 11.49%	32,954 $1.66 Million
Q3 2021 Oct 14, 2021	BUY	$48.05 - $50.04 $150,252 - $156,475	3,127 Added 11.83%	29,558 $1.43 Million
Q2 2021 Jul 13, 2021	BUY	$47.15 - $49.08 $214,721 - $223,510	4,554 Added 20.82%	26,431 $1.3 Million
Q1 2021 May 17, 2021	BUY	$45.96 - $47.83 $192,204 - $200,025	4,182 Added 23.63%	21,877 $1.05 Million
Q4 2020 Jan 26, 2021	BUY	$42.83 - $46.83 $63,045 - $68,933	1,472 Added 9.07%	17,695 $821,000
Q3 2020 Oct 07, 2020	BUY	$42.33 - $45.33 $6,645 - $7,116	157 Added 0.98%	16,223 $724,000
Q2 2020 Jul 07, 2020	BUY	$37.89 - $43.15 $17,353 - $19,762	458 Added 2.93%	16,066 $691,000
Q1 2020 Apr 08, 2020	BUY	$34.58 - $52.5 $76,041 - $115,447	2,199 Added 16.4%	15,608 $596,000
Q4 2019 Feb 14, 2020	BUY	$47.26 - $51.1 $633,709 - $685,199	13,409 New	13,409 $679,000

Others Institutions Holding XYLD

# of Institutions

242

Shares Held

27.3M

Call Options Held

29.5K

Put Options Held

14.9K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
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Beam Wealth Advisors, Inc. Global X Fds S&P 500 Covered C Transaction History