Beam Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Beam Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$105.21 - $107.0 $1.55 Million - $1.58 Million	-14,759 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$105.49 - $107.1 $12,869 - $13,066	122 Added 0.83%	14,759 $1.56 Million
Q2 2021 Jul 13, 2021	BUY	$105.46 - $106.88 $258,798 - $262,283	2,454 Added 20.14%	14,637 $1.56 Million
Q1 2021 May 17, 2021	BUY	$104.53 - $105.92 $1.27 Million - $1.29 Million	12,183 New	12,183 $1.29 Million
Q2 2020 Jul 07, 2020	SELL	$99.85 - $102.42 $433,448 - $444,605	-4,341 Closed	0 $0
Q1 2020 Apr 08, 2020	SELL	$96.7 - $102.1 $12,087 - $12,762	-125 Reduced 2.8%	4,341 $434,000
Q4 2019 Feb 14, 2020	BUY	$99.88 - $100.71 $446,064 - $449,770	4,466 New	4,466 $450,000

625

54.3M

98.5K

3.2K

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