Beam Wealth Advisors’s iShares MSCI BIC ETF BKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,067
| Closed | -$741K | – | 141 |
|
|
2021
Q1 | $741K | Buy |
14,067
+137
| +1% | +$7.22K | 0.66% | 54 |
|
|
2020
Q4 | $727K | Sell |
13,930
-2,189
| -14% | -$114K | 0.69% | 51 |
|
|
2020
Q3 | $749K | Sell |
16,119
-317
| -2% | -$14.7K | 0.7% | 46 |
|
|
2020
Q2 | $751K | Buy |
16,436
+3,005
| +22% | +$137K | 0.76% | 44 |
|
|
2020
Q1 | $479K | Buy |
+13,431
| New | +$479K | 0.47% | 69 |
|