Raymond James Financial Services Advisors’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $232K | Buy |
9,485
+327
| +4% | +$8.01K | ﹤0.01% | 3087 |
|
|
2024
Q2 | $215K | Buy |
9,158
+443
| +5% | +$10.4K | ﹤0.01% | 3075 |
|
|
2024
Q1 | $288K | Buy |
8,715
+783
| +10% | +$25.9K | ﹤0.01% | 2869 |
|
|
2023
Q4 | $216K | Buy |
+7,932
| New | +$216K | ﹤0.01% | 2932 |
|
|
2022
Q1 | – | Sell |
-3,083
| Closed | -$246K | – | 3260 |
|
|
2021
Q4 | $246K | Sell |
3,083
-2,858
| -48% | -$228K | ﹤0.01% | 2833 |
|
|
2021
Q3 | $517K | Buy |
5,941
+3,721
| +168% | +$324K | ﹤0.01% | 2342 |
|
|
2021
Q2 | $286K | Buy |
+2,220
| New | +$286K | ﹤0.01% | 2750 |
|