Beam Wealth Advisors, Inc. Global X Fds Dow 30 Covered Ca Transaction History

Beam Wealth Advisors, Inc.

$303 Million
Q2 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Global X Fds Dow 30 Covered Ca stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 13,040 shares of DJIA stock, worth $294,573. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,040

Previous 12,960 0.62%

Holding current value

$294,573

Previous $295,000 2.37%

% of portfolio

0.09%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$21.48 - $22.7 $1,718 - $1,816	80 Added 0.62%	13,040 $288,000
Q1 2024 Apr 30, 2024	BUY	$21.86 - $22.81 $4,831 - $5,041	221 Added 1.73%	12,960 $295,000
Q4 2023 Jan 30, 2024	SELL	$20.82 - $22.0 $64,250 - $67,892	-3,086 Reduced 19.5%	12,739 $279,000
Q3 2023 Oct 26, 2023	BUY	$21.28 - $22.42 $3,851 - $4,058	181 Added 1.16%	15,825 $337,000
Q2 2023 Jul 26, 2023	SELL	$21.26 - $22.31 $17,815 - $18,695	-838 Reduced 5.08%	15,644 $346,000
Q1 2023 Apr 26, 2023	BUY	$21.3 - $22.6 $39,234 - $41,629	1,842 Added 12.58%	16,482 $357,000
Q4 2022 Jan 20, 2023	SELL	$20.51 - $22.97 $8,429 - $9,440	-411 Reduced 2.73%	14,640 $0
Q3 2022 Oct 20, 2022	BUY	$20.31 - $23.46 $305,685 - $353,096	15,051 New	15,051 $306,000

Others Institutions Holding DJIA

# of Institutions

Shares Held

1.27M

Call Options Held

Put Options Held

View Full List

About GLOBAL X FDS DOW 30 COVERED CA

Ticker DJIA
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Beam Wealth Advisors, Inc. Global X Fds Dow 30 Covered Ca Transaction History