West Financial Advisors’s Beam Global BEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-49
| Closed | -$362 | – | 163 |
|
|
2023
Q3 | $362 | Hold |
49
| – | – | ﹤0.01% | 197 |
|
|
2023
Q2 | $508 | Hold |
49
| – | – | ﹤0.01% | 174 |
|
|
2023
Q1 | $780 | Sell |
49
-1
| -2% | -$16 | ﹤0.01% | 147 |
|
|
2022
Q4 | $874 | Hold |
50
| – | – | ﹤0.01% | 146 |
|
|
2022
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 167 |
|