Allworth Financial’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146 | Hold |
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|
2025
Q1 | $143 | Hold |
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|
2024
Q4 | $282 | Hold |
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|
2024
Q3 | $491 | Hold |
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|
2024
Q2 | $597 | Hold |
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|
2024
Q1 | $680 | Sell |
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|
2023
Q4 | $2.13K | Hold |
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|
2023
Q3 | $2.21K | Hold |
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|
2023
Q2 | $3.1K | Buy |
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|
2023
Q1 | $1.59K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $9K | Buy |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $1K | Buy |
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