Oak Family Advisors’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 |
-51,417
| Closed | -$252K | – | 117 |
|
|
2024
Q3 | $252K | Sell |
51,417
-871
| -2% | -$4.28K | 0.08% | 109 |
|
|
2024
Q2 | $241K | Buy |
52,288
+5,181
| +11% | +$23.9K | 0.08% | 105 |
|
|
2024
Q1 | $320K | Buy |
47,107
+9,921
| +27% | +$67.5K | 0.12% | 96 |
|
|
2023
Q4 | $264K | Buy |
+37,186
| New | +$264K | 0.11% | 99 |
|