Beam Wealth Advisors, Inc. Ishares Mcsi Bic ETF Transaction History

Beam Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 13, 2021	SELL	$50.96 - $55.52 $716,854 - $780,999	-14,067 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$51.29 - $60.13 $7,026 - $8,237	137 Added 0.98%	14,067 $741,000
Q4 2020 Jan 26, 2021	SELL	$46.38 - $52.24 $101,525 - $114,353	-2,189 Reduced 13.58%	13,930 $727,000
Q3 2020 Oct 07, 2020	SELL	$42.09 - $48.39 $13,342 - $15,339	-317 Reduced 1.93%	16,119 $749,000
Q2 2020 Jul 07, 2020	BUY	$34.21 - $42.69 $102,801 - $128,283	3,005 Added 22.37%	16,436 $751,000
Q1 2020 Apr 08, 2020	BUY	$32.61 - $47.2 $437,984 - $633,943	13,431 New	13,431 $479,000

541K

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.