Beam Wealth Advisors, Inc. First Tr Morningstar Dividend Transaction History

Beam Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$32.91 - $35.56 $1.3 Million - $1.41 Million	-39,575 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$32.62 - $34.39 $154,064 - $162,423	4,723 Added 13.55%	39,575 $1.3 Million
Q2 2021 Jul 13, 2021	BUY	$32.86 - $35.14 $517,314 - $553,209	15,743 Added 82.39%	34,852 $1.16 Million
Q1 2021 May 17, 2021	BUY	$29.2 - $32.92 $557,982 - $629,068	19,109 New	19,109 $625,000

376

62.4M

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