Cobblestone Capital Advisors’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,990
| Closed | -$229K | – | 253 |
|
|
2022
Q1 | $229K | Hold |
3,990
| – | – | 0.02% | 238 |
|
|
2021
Q4 | $318K | Hold |
3,990
| – | – | 0.02% | 213 |
|
|
2021
Q3 | $347K | Hold |
3,990
| – | – | 0.02% | 193 |
|
|
2021
Q2 | $514K | Hold |
3,990
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $319K | Hold |
3,990
| – | – | 0.02% | 208 |
|
|
2020
Q4 | $326K | Buy |
+3,990
| New | +$326K | 0.03% | 196 |
|