Beam Wealth Advisors’s Spire SR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,340	Closed	-$224K	–	146
2020 Q2	$224K	Hold	3,340	–	–	0.23%	111
2020 Q1	$249K	Hold	3,340	–	–	0.25%	120
2019 Q4	$278K	Buy	+3,340	New	+$278K	0.26%	115