Creative Planning’s BEAM INC COM STK (DE) BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-8,192
| Closed | -$682K | – | 3999 |
|
|
2014
Q1 | $682K | Buy |
8,192
+3,433
| +72% | +$286K | 0.01% | 504 |
|
|
2013
Q4 | $324K | Buy |
4,759
+201
| +4% | +$13.7K | 0.01% | 654 |
|
|
2013
Q3 | $295K | Sell |
4,558
-1,194
| -21% | -$77.3K | 0.01% | 603 |
|
|
2013
Q2 | $363K | Buy |
+5,752
| New | +$363K | 0.01% | 494 |
|