BWA
C icon

Beam Wealth Advisors’s Citigroup C Stock Holding History

Beam Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,456
Closed -$219K – 106
2024
Q1 		$219K Buy
+3,456
New +$219K 0.13% 102