WFG Advisors’s BEAM INC COM STK (DE) BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-2,818
| Closed | -$235K | – | 2141 |
|
|
2014
Q1 | $235K | Sell |
2,818
-290
| -9% | -$24.2K | 0.05% | 398 |
|
|
2013
Q4 | $212K | Sell |
3,108
-222
| -7% | -$15.1K | 0.03% | 501 |
|
|
2013
Q3 | $215K | Buy |
3,330
+1,442
| +76% | +$93.1K | 0.03% | 463 |
|
|
2013
Q2 | $119K | Buy |
+1,888
| New | +$119K | 0.02% | 601 |
|