Family Management’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,690
| Closed | -$271K | – | 174 |
|
|
2022
Q3 | $271K | Sell |
5,690
-25
| -0.4% | -$1.19K | 0.07% | 103 |
|
|
2022
Q2 | $221K | Sell |
5,715
-3,405
| -37% | -$132K | 0.06% | 134 |
|
|
2022
Q1 | $523K | Hold |
9,120
| – | – | 0.15% | 93 |
|
|
2021
Q4 | $727K | Buy |
9,120
+3,586
| +65% | +$286K | 0.19% | 86 |
|
|
2021
Q3 | $482K | Buy |
5,534
+667
| +14% | +$58.1K | 0.13% | 108 |
|
|
2021
Q2 | $626K | Buy |
+4,867
| New | +$626K | 0.17% | 92 |
|