IFP Advisors’s Beam Therapeutics BEAM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 2600 |
|
2025
Q1 | – | Hold |
0
| – | -$198 | – | 4348 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3752 |
|
2023
Q1 | – | Sell |
-300
| Closed | -$6K | – | 3449 |
|
2022
Q4 | $6K | Sell |
300
-313
| -51% | -$6.26K | ﹤0.01% | 3665 |
|
2022
Q3 | $13K | Buy |
613
+240
| +64% | +$5.09K | ﹤0.01% | 3431 |
|
2022
Q2 | $9K | Hold |
373
| – | – | ﹤0.01% | 3449 |
|
2022
Q1 | $9K | Buy |
373
+342
| +1,103% | +$8.25K | ﹤0.01% | 3449 |
|
2021
Q4 | $2K | Buy |
31
+17
| +121% | +$1.1K | ﹤0.01% | 2696 |
|
2021
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 2753 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3147 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3080 |
|