LPL Financial’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-49,395
| Closed | -$243K | – | 5166 |
|
|
2024
Q3 | $243K | Sell |
49,395
-9,564
| -16% | -$47K | ﹤0.01% | 4505 |
|
|
2024
Q2 | $272K | Buy |
58,959
+305
| +0.5% | +$1.41K | ﹤0.01% | 4271 |
|
|
2024
Q1 | $399K | Sell |
58,654
-5,904
| -9% | -$40.1K | ﹤0.01% | 3920 |
|
|
2023
Q4 | $458K | Sell |
64,558
-10,318
| -14% | -$73.2K | ﹤0.01% | 3694 |
|
|
2023
Q3 | $553K | Buy |
+74,876
| New | +$553K | ﹤0.01% | 3372 |
|
|
2021
Q3 | – | Sell |
-59,468
| Closed | -$2.28M | – | 4305 |
|
|
2021
Q2 | $2.28M | Buy |
59,468
+29,994
| +102% | +$1.15M | ﹤0.01% | 1871 |
|
|
2021
Q1 | $1.28M | Buy |
29,474
+24,014
| +440% | +$1.04M | ﹤0.01% | 2180 |
|
|
2020
Q4 | $403K | Buy |
+5,460
| New | +$403K | ﹤0.01% | 2942 |
|