Creative Planning’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,616
| Closed | -$267K | – | 2340 |
|
|
2020
Q4 | $267K | Sell |
3,616
-152,155
| -98% | -$11.2M | ﹤0.01% | 1665 |
|
|
2020
Q3 | $1.89M | Buy |
+155,771
| New | +$1.89M | ﹤0.01% | 581 |
|
|
2019
Q4 | – | Sell |
-152,717
| Closed | -$881K | – | 1883 |
|
|
2019
Q3 | $881K | Hold |
152,717
| – | – | ﹤0.01% | 814 |
|
|
2019
Q2 | $754K | Buy |
+152,717
| New | +$754K | ﹤0.01% | 879 |
|