Allworth Financial’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146 | Hold |
100
| – | – | ﹤0.01% | 4349 |
|
|
2025
Q1 | $143 | Hold |
100
| – | – | ﹤0.01% | 3910 |
|
|
2024
Q4 | $282 | Hold |
100
| – | – | ﹤0.01% | 3720 |
|
|
2024
Q3 | $491 | Hold |
100
| – | – | ﹤0.01% | 3418 |
|
|
2024
Q2 | $597 | Hold |
100
| – | – | ﹤0.01% | 3323 |
|
|
2024
Q1 | $680 | Sell |
100
-200
| -67% | -$1.36K | ﹤0.01% | 3200 |
|
|
2023
Q4 | $2.13K | Hold |
300
| – | – | ﹤0.01% | 2656 |
|
|
2023
Q3 | $2.21K | Hold |
300
| – | – | ﹤0.01% | 2497 |
|
|
2023
Q2 | $3.11K | Buy |
300
+200
| +200% | +$2.07K | ﹤0.01% | 2303 |
|
|
2023
Q1 | $1.59K | Buy |
+100
| New | +$1.59K | ﹤0.01% | 2508 |
|
|
2022
Q2 | – | Sell |
-297
| Closed | -$6K | – | 2399 |
|
|
2022
Q1 | $6K | Buy |
297
+100
| +51% | +$2.02K | ﹤0.01% | 1580 |
|
|
2021
Q4 | $4K | Hold |
197
| – | – | ﹤0.01% | 1583 |
|
|
2021
Q3 | $5K | Hold |
197
| – | – | ﹤0.01% | 1513 |
|
|
2021
Q2 | $8K | Hold |
197
| – | – | ﹤0.01% | 1092 |
|
|
2021
Q1 | $9K | Buy |
197
+147
| +294% | +$6.72K | ﹤0.01% | 1006 |
|
|
2020
Q4 | $4K | Sell |
50
-50
| -50% | -$4K | ﹤0.01% | 1009 |
|
|
2020
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1067 |
|