PWLP
BEAM

Prio Wealth Limited Partnership’s BEAM INC COM STK (DE) BEAM Stock Holding History

Prio Wealth Limited Partnership’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,400
Closed -$449K – 261
2014
Q1 		$449K Sell
5,400
-125
-2% -$10.4K 0.02% 181
2013
Q4 		$376K Hold
5,525
– – 0.02% 196
2013
Q3 		$357K Hold
5,525
– – 0.02% 196
2013
Q2 		$348K Buy
+5,525
New +$348K 0.02% 188