Lido Advisors’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.1K | Hold |
29,345
| – | – | ﹤0.01% | 1905 |
|
|
2025
Q4 | $84.5K | Hold |
29,345
| – | – | ﹤0.01% | 1859 |
|
|
2025
Q3 | $84.5K | Hold |
29,345
| – | – | ﹤0.01% | 1771 |
|
|
2025
Q2 | $42.8K | Hold |
29,345
| – | – | ﹤0.01% | 1623 |
|
|
2025
Q1 | $59.9K | Hold |
29,345
| – | – | ﹤0.01% | 1469 |
|
|
2024
Q4 | $93K | Sell |
29,345
-3,833
| -12% | -$15.7K | ﹤0.01% | 1450 |
|
|
2024
Q3 | $163K | Hold |
33,178
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q2 | $153K | Hold |
33,178
| – | – | ﹤0.01% | 1316 |
|
|
2024
Q1 | $226K | Sell |
33,178
-100
| -0.3% | -$682 | ﹤0.01% | 1220 |
|
|
2023
Q4 | $236K | Hold |
33,278
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q3 | $246K | Hold |
33,278
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q2 | $344K | Sell |
33,278
-4,391
| -12% | -$48.1K | ﹤0.01% | 864 |
|
|
2023
Q1 | $599K | Hold |
37,669
| – | – | 0.01% | 617 |
|
|
2022
Q4 | $658K | Hold |
37,669
| – | – | 0.01% | 506 |
|
|
2022
Q3 | $459K | Sell |
37,669
-30,000
| -44% | -$431K | 0.01% | 576 |
|
|
2022
Q2 | $1.05M | Hold |
67,669
| – | – | 0.02% | 338 |
|
|
2022
Q1 | $1.38M | Hold |
67,669
| – | – | 0.03% | 325 |
|
|
2021
Q4 | $1.26M | Buy |
67,669
+59,235
| +702% | +$1.62M | 0.02% | 366 |
|
|
2021
Q3 | $230K | Buy |
8,434
+110
| +1% | +$3.27K | 0.01% | 853 |
|
|
2021
Q2 | $319K | Hold |
8,324
| – | – | 0.01% | 697 |
|
|
2021
Q1 | $361K | Buy |
8,324
+1,217
| +17% | +$64K | 0.01% | 600 |
|
|
2020
Q4 | $524K | Sell |
7,107
-100,109
| -93% | -$2.77M | 0.02% | 462 |
|
|
2020
Q3 | $1.3M | Hold |
107,216
| – | – | 0.06% | 217 |
|
|
2020
Q2 | $1.07M | Hold |
107,216
| – | – | 0.05% | 236 |
|
|
2020
Q1 | $814K | Hold |
107,216
| – | – | 0.05% | 260 |
|
|
2019
Q4 | $500K | Hold |
107,216
| – | – | 0.03% | 390 |
|
|
2019
Q3 | $619K | Hold |
107,216
| – | – | 0.05% | 289 |
|
|
2019
Q2 | $529K | Buy |
+107,216
| New | +$567K | 0.04% | 292 |
|
Other funds holding BEEM
IWA
VCM
VFT
VCM
GAA