Beam Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-21,275
| Closed | -$211K | – | 107 |
|
|
2021
Q3 | $211K | Hold |
21,275
| – | – | 0.18% | 131 |
|
|
2021
Q2 | $209K | Hold |
21,275
| – | – | 0.18% | 128 |
|
|
2021
Q1 | $204K | Buy |
21,275
+1,000
| +5% | +$9.59K | 0.18% | 130 |
|
|
2020
Q4 | $177K | Buy |
20,275
+9,500
| +88% | +$82.9K | 0.17% | 121 |
|
|
2020
Q3 | $90K | Buy |
+10,775
| New | +$90K | 0.08% | 129 |
|