IFP Advisors’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$680 | – | 3238 |
|
|
2024
Q1 | $680 | Sell |
100
-380
| -79% | -$2.58K | ﹤0.01% | 2934 |
|
|
2023
Q4 | $3.4K | Hold |
480
| – | – | ﹤0.01% | 2536 |
|
|
2023
Q3 | $3.54K | Sell |
480
-445
| -48% | -$3.28K | ﹤0.01% | 2642 |
|
|
2023
Q2 | $9.58K | Sell |
925
-50
| -5% | -$518 | ﹤0.01% | 2323 |
|
|
2023
Q1 | $13.7K | Sell |
975
-395
| -29% | -$5.57K | ﹤0.01% | 2170 |
|
|
2022
Q4 | $22K | Sell |
1,370
-595
| -30% | -$9.56K | ﹤0.01% | 2802 |
|
|
2022
Q3 | $30K | Buy |
1,965
+428
| +28% | +$6.53K | ﹤0.01% | 2756 |
|
|
2022
Q2 | $24K | Hold |
1,537
| – | – | ﹤0.01% | 2689 |
|
|
2022
Q1 | $24K | Buy |
1,537
+1,487
| +2,974% | +$23.2K | ﹤0.01% | 2689 |
|
|
2021
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2892 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3430 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$1K | – | 3148 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2754 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3008 |
|