BWA
Beam Wealth Advisors’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
14,996
-271
| -2% | -$18.5K | 0.3% | 68 |
|
|
2025
Q1 | $1.01M | Hold |
15,267
| – | – | 0.34% | 63 |
|
|
2024
Q4 | $996K | Sell |
15,267
-37
| -0.2% | -$2.41K | 0.32% | 65 |
|
|
2024
Q3 | $1.02M | Buy |
15,304
+240
| +2% | +$16K | 0.31% | 61 |
|
|
2024
Q2 | $939K | Buy |
+15,064
| New | +$939K | 0.31% | 60 |
|