Liberty Wealth Management’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$87K | – | 266 |
|
|
2021
Q3 | $87K | Hold |
1,000
| – | – | 0.03% | 316 |
|
|
2021
Q2 | $129K | Hold |
1,000
| – | – | 0.05% | 182 |
|
|
2021
Q1 | $98K | Hold |
1,000
| – | – | 0.05% | 183 |
|
|
2020
Q4 | $98K | Hold |
1,000
| – | – | 0.05% | 181 |
|
|
2020
Q3 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 362 |
|