SWA
SOA Wealth Advisors’s Beam Global BEEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25,891
| Closed | -$519K | – | 901 |
|
|
2021
Q4 | $519K | Buy |
25,891
+1,005
| +4% | +$20.1K | 0.13% | 94 |
|
|
2021
Q3 | $681K | Buy |
24,886
+6,197
| +33% | +$170K | 0.17% | 81 |
|
|
2021
Q2 | $715K | Buy |
18,689
+18,476
| +8,674% | +$707K | 0.18% | 78 |
|
|
2021
Q1 | $9K | Buy |
+213
| New | +$9K | ﹤0.01% | 523 |
|