CWA
BEAM

Constellation Wealth Advisors’s BEAM INC COM STK (DE) BEAM Stock Holding History

Constellation Wealth Advisors’s Portfolio BEAM Stock Details BEAM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,500
Closed -$292K – 224
2014
Q1 		$292K Hold
3,500
– – 0.03% 172
2013
Q4 		$238K Buy
3,500
+200
+6% +$13.6K 0.02% 183
2013
Q3 		$213K Buy
+3,300
New +$213K 0.02% 183