J.P. Morgan Private Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,715
| Closed | -$225K | – | 1932 |
|
|
2022
Q3 | $225K | Buy |
+4,715
| New | +$225K | ﹤0.01% | 1765 |
|
|
2022
Q2 | – | Sell |
-4,314
| Closed | -$247K | – | 1926 |
|
|
2022
Q1 | $247K | Buy |
4,314
+167
| +4% | +$9.56K | ﹤0.01% | 1835 |
|
|
2021
Q4 | $330K | Buy |
4,147
+29
| +0.7% | +$2.31K | ﹤0.01% | 1711 |
|
|
2021
Q3 | $358K | Sell |
4,118
-25
| -0.6% | -$2.17K | ﹤0.01% | 1633 |
|
|
2021
Q2 | $533K | Buy |
4,143
+1,086
| +36% | +$140K | ﹤0.01% | 1456 |
|
|
2021
Q1 | $245K | Sell |
3,057
-1,683
| -36% | -$135K | ﹤0.01% | 1605 |
|
|
2020
Q4 | $387K | Buy |
+4,740
| New | +$387K | ﹤0.01% | 1391 |
|