BWA
JOF
Beam Wealth Advisors’s Japan Smaller Capitalization Fund JOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
33,500
-500
| -1% | -$4.82K | 0.1% | 101 |
|
|
2025
Q1 | $285K | Hold |
34,000
| – | – | 0.1% | 99 |
|
|
2024
Q4 | $261K | Sell |
34,000
-4,400
| -11% | -$33.7K | 0.08% | 101 |
|
|
2024
Q3 | $318K | Sell |
38,400
-2,000
| -5% | -$16.5K | 0.1% | 99 |
|
|
2024
Q2 | $306K | Buy |
+40,400
| New | +$306K | 0.1% | 99 |
|