Beam Wealth Advisors, Inc. Vanguard Intermediate Term Tre Transaction History

Beam Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 13, 2021	SELL	$67.21 - $68.13 $215,945 - $218,901	-3,213 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$67.23 - $69.45 $35,362 - $36,530	-526 Reduced 14.07%	3,213 $216,000
Q4 2020 Jan 26, 2021	BUY	$69.32 - $70.41 $32,303 - $32,811	466 Added 14.24%	3,739 $260,000
Q3 2020 Oct 07, 2020	SELL	$70.34 - $70.85 $95,521 - $96,214	-1,358 Reduced 29.32%	3,273 $231,000
Q2 2020 Jul 07, 2020	SELL	$69.86 - $70.63 $41,426 - $41,883	-593 Reduced 11.35%	4,631 $326,000
Q1 2020 Apr 08, 2020	BUY	$66.04 - $70.55 $462 - $493	7 Added 0.13%	5,224 $369,000
Q4 2019 Feb 14, 2020	BUY	$65.75 - $67.26 $343,017 - $350,895	5,217 New	5,217 $344,000

718

367M

25.2K

14.3K

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