Center for Financial Planning’s Beam Global BEEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47K	Hold	1,000	–	–	﹤0.01%	591
2025 Q4	$1.5K	Hold	1,000	–	–	﹤0.01%	626
2025 Q3	$2.88K	Hold	1,000	–	–	﹤0.01%	574
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	$10.3K	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	+$7.77K	﹤0.01%	302