BETA WEALTH GROUP, INC. Transaction History

BETA WEALTH GROUP, INC. portfolio value:

1.16M
portfolio value

BETA WEALTH GROUP, INC. quarter portfolio value change:

-13.26%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +3.68% 2.06K shares -131K 58.13K
Q2 2022 share Increase +4.11% 2.21K shares -114K 56.06K
Q1 2022 share Increase 0.00% 53.85K shares 1.41M 53.85K