FWM
BEAM

Focused Wealth Management’s BEAM INC COM STK (DE) BEAM Stock Holding History

Focused Wealth Management’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-116
Closed -$10K – 726
2014
Q1 		$10K Sell
116
-115
-50% -$9.36K 0.01% 408
2013
Q4 		$16K Buy
231
+116
+101% +$7.84K 0.01% 335
2013
Q3 		$7K Buy
+115
New +$7.38K 0.01% 425

Focused Wealth Management's BEAM Position: Q2 2014 in Review

Focused Wealth Management sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 116 shares — an estimated $10K sold.

Focused Wealth Management first reported a position in BEAM in Q3 2013 and held it in 3 quarters. The position peaked at $16K in Q4 2013. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Focused Wealth Management reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Focused Wealth Management sold 116 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $10K.
  • Focused Wealth Management first reported a position in BEAM INC COM STK (DE) in Q3 2013 and held it in 3 quarters.
  • Focused Wealth Management's BEAM INC COM STK (DE) position peaked at $16K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Focused Wealth Management's 13F filing for Q2 2014, filed 30 Jul 2014.