Center for Financial Planning’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46K | Hold |
1,000
| – | – | ﹤0.01% | 581 |
|
|
2025
Q1 | $2.04K | Hold |
1,000
| – | – | ﹤0.01% | 581 |
|
|
2024
Q4 | $3.17K | Hold |
1,000
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $4.91K | Hold |
1,000
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $4.61K | Hold |
1,000
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $6.8K | Hold |
1,000
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $7.09K | Hold |
1,000
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $7.38K | Hold |
1,000
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $10.4K | Hold |
1,000
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $15.9K | Hold |
1,000
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $17.5K | Hold |
1,000
| – | – | ﹤0.01% | 299 |
|
|
2022
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 333 |
|
|
2022
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 309 |
|
|
2022
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 300 |
|
|
2021
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 307 |
|
|
2021
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $38K | Hold |
1,000
| – | – | 0.01% | 246 |
|
|
2021
Q1 | $43K | Hold |
1,000
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $74K | Hold |
1,000
| – | – | 0.02% | 170 |
|
|
2020
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 302 |
|