Cassady Schiller Wealth Management’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-84
| Closed | -$2.78K | – | 470 |
|
|
2024
Q1 | $2.78K | Hold |
84
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $2.29K | Hold |
84
| – | – | ﹤0.01% | 389 |
|
|
2023
Q3 | $2.02K | Hold |
84
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $2.68K | Hold |
84
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $2.57K | Hold |
84
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $3.29K | Buy |
+84
| New | +$3.29K | ﹤0.01% | 391 |
|