Beam Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,815	Closed	-$401K	–	108
2022 Q3	$401K	Buy	5,815 +1,842	+46%	+$127K	0.45%	63
2022 Q2	$276K	Buy	+3,973	New	+$276K	0.31%	80