BETA WEALTH GROUP, INC. Transaction History

BETA WEALTH GROUP, INC. portfolio value:

713,000
portfolio value

BETA WEALTH GROUP, INC. quarter portfolio value change:

-1.88%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Decrease -6.32% -1.04K shares -63K 15.50K
Q2 2022 share Decrease -33.41% -8.30K shares -415K 16.55K
Q1 2022 share Increase 0.00% 24.86K shares 1.19M 24.86K