Beaumont Financial Partners, LLC Invesco Indx Tr Transaction History

Beaumont Financial Partners, LLC

$1.04 Billion
Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 14,221 shares of BSJR stock, worth $321,252. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,221

Previous 13,952 1.93%

Holding current value

$321,252

Previous $295,000 1.36%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$20.49 - $22.78 $5,511 - $6,127	269 Added 1.93%	14,221 $291,000
Q2 2022 Aug 04, 2022	SELL	$21.14 - $24.14 $26,171 - $29,885	-1,238 Reduced 8.15%	13,952 $295,000
Q1 2022 May 09, 2022	SELL	$23.44 - $25.4 $6,844 - $7,416	-292 Reduced 1.89%	15,190 $365,000
Q4 2021 Feb 07, 2022	SELL	$25.02 - $25.65 $12,384 - $12,696	-495 Reduced 3.1%	15,482 $393,000
Q3 2021 Nov 12, 2021	SELL	$25.34 - $25.8 $16,293 - $16,589	-643 Reduced 3.87%	15,977 $408,000
Q2 2021 Aug 04, 2021	SELL	$25.34 - $25.67 $14,621 - $14,811	-577 Reduced 3.36%	16,620 $426,000
Q1 2021 May 04, 2021	SELL	$25.07 - $25.7 $12,986 - $13,312	-518 Reduced 2.92%	17,197 $436,000
Q4 2020 Feb 08, 2021	BUY	$24.39 - $25.62 $432,068 - $453,858	17,715 New	17,715 $454,000

Others Institutions Holding BSJR

# of Institutions

121

Shares Held

9.82M

Call Options Held

Put Options Held

View Full List

About INVESCO INDX TR

Ticker BSJR
Sector ETFs
Industry ETFs

More about BSJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.

Account

Beaumont Financial Partners, LLC Invesco Indx Tr Transaction History