WC
BEAM

Whitney & Co’s BEAM INC COM STK (DE) BEAM Stock Holding History

Whitney & Co’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,810
Closed -$668K – 105
2013
Q4 		$668K Buy
9,810
+251
+3% +$17.1K 0.37% 68
2013
Q3 		$618K Hold
9,559
– – 0.43% 65
2013
Q2 		$603K Buy
+9,559
New +$603K 0.44% 64