Nicola Wealth Management’s Beam Global BEEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$590K Sell
2023
Q2
$1.03M Hold
2023
Q1
$1.59M Hold
2022
Q4
$1.75M Sell
2022
Q3
$1.4M Sell
2022
Q2
$1.86M Sell
2022
Q1
$4.29M Buy
2021
Q4
$3.15M Buy
2021
Q3
$3.46M Hold
2021
Q2
$4.85M Buy
2021
Q1
$3.69M Buy
2020
Q4
$2.58M Buy