Beam Wealth Advisors, Inc. Schwab Fundamental U S Broad M Transaction History

Beam Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$54.05 - $58.21 $543,743 - $585,592	-10,060 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$52.31 - $55.86 $6,172 - $6,591	118 Added 1.19%	10,060 $539,000
Q2 2021 Jul 13, 2021	BUY	$51.84 - $55.77 $43,701 - $47,014	843 Added 9.26%	9,942 $541,000
Q1 2021 May 17, 2021	BUY	$44.29 - $52.19 $402,994 - $474,876	9,099 New	9,099 $467,000

145

4.13M

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