Spire Wealth Management’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-225
| Closed | -$7.43K | – | 2221 |
|
|
2024
Q1 | $7.43K | Hold |
225
| – | – | ﹤0.01% | 1805 |
|
|
2023
Q4 | $5.33K | Hold |
225
| – | – | ﹤0.01% | 1939 |
|
|
2023
Q3 | $5.41K | Sell |
225
-505
| -69% | -$12.1K | ﹤0.01% | 1922 |
|
|
2023
Q2 | $23.3K | Sell |
730
-450
| -38% | -$14.4K | ﹤0.01% | 1529 |
|
|
2023
Q1 | $36.1K | Sell |
1,180
-4,285
| -78% | -$131K | ﹤0.01% | 1347 |
|
|
2022
Q4 | $214K | Buy |
+5,465
| New | +$214K | 0.01% | 539 |
|