Nicola Wealth Management’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-80,000
| Closed | -$590K | – | 116 |
|
|
2023
Q3 | $590K | Sell |
80,000
-20,000
| -20% | -$148K | 0.06% | 110 |
|
|
2023
Q2 | $1.04M | Hold |
100,000
| – | – | 0.1% | 98 |
|
|
2023
Q1 | $1.59M | Hold |
100,000
| – | – | 0.16% | 97 |
|
|
2022
Q4 | $1.75M | Sell |
100,000
-15,000
| -13% | -$262K | 0.18% | 104 |
|
|
2022
Q3 | $1.4M | Sell |
115,000
-5,000
| -4% | -$61K | 0.15% | 100 |
|
|
2022
Q2 | $1.86M | Sell |
120,000
-90,000
| -43% | -$1.4M | 0.18% | 98 |
|
|
2022
Q1 | $4.3M | Buy |
210,000
+40,480
| +24% | +$828K | 0.38% | 83 |
|
|
2021
Q4 | $3.15M | Buy |
169,520
+43,020
| +34% | +$800K | 0.3% | 87 |
|
|
2021
Q3 | $3.46M | Hold |
126,500
| – | – | 0.36% | 85 |
|
|
2021
Q2 | $4.85M | Buy |
126,500
+41,500
| +49% | +$1.59M | 0.5% | 80 |
|
|
2021
Q1 | $3.69M | Buy |
85,000
+50,000
| +143% | +$2.17M | 0.41% | 85 |
|
|
2020
Q4 | $2.58M | Buy |
+35,000
| New | +$2.58M | 0.32% | 87 |
|