Cetera Investment Advisers’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,749
| Closed | -$502K | – | 2152 |
|
|
2022
Q4 | $502K | Buy |
28,749
+467
| +2% | +$8.16K | ﹤0.01% | 1369 |
|
|
2022
Q3 | $345K | Buy |
+28,282
| New | +$345K | 0.01% | 1190 |
|
|
2022
Q2 | – | Sell |
-21,304
| Closed | -$436K | – | 1818 |
|
|
2022
Q1 | $436K | Buy |
+21,304
| New | +$436K | 0.01% | 1250 |
|
|
2021
Q4 | – | Sell |
-8,524
| Closed | -$233K | – | 1854 |
|
|
2021
Q3 | $233K | Hold |
8,524
| – | – | ﹤0.01% | 1583 |
|
|
2021
Q2 | $327K | Hold |
8,524
| – | – | 0.01% | 1366 |
|
|
2021
Q1 | $370K | Buy |
+8,524
| New | +$370K | 0.01% | 1143 |
|