Beam Wealth Advisors’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,435	Closed	-$301K	–	135
2021 Q3	$301K	Hold	4,435	–	–	0.26%	104
2021 Q2	$288K	Hold	4,435	–	–	0.25%	104
2021 Q1	$284K	Sell	4,435 -98	-2%	-$6.28K	0.25%	97
2020 Q4	$229K	Buy	+4,533	New	+$229K	0.22%	113