WR Wealth Planners’s Beam Therapeutics BEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $37.2K | Hold |
1,500
| – | – | 0.01% | 352 |
|
|
2024
Q3 | $36.8K | Hold |
1,500
| – | – | 0.01% | 382 |
|
|
2024
Q2 | $35.1K | Hold |
1,500
| – | – | 0.01% | 371 |
|
|
2024
Q1 | $49.6K | Buy |
+1,500
| New | +$49.6K | 0.02% | 335 |
|
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$36.1K | – | 242 |
|
|
2023
Q3 | $36.1K | Hold |
1,500
| – | – | 0.01% | 359 |
|
|
2023
Q2 | $47.9K | Hold |
1,500
| – | – | 0.02% | 324 |
|
|
2023
Q1 | $45.9K | Buy |
+1,500
| New | +$45.9K | 0.02% | 329 |
|