BETA WEALTH GROUP, INC. Transaction History

BETA WEALTH GROUP, INC. portfolio value:

2.84M
portfolio value

BETA WEALTH GROUP, INC. quarter portfolio value change:

-6.14%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Decrease -23.29% -21.08K shares -1.10M 69.43K
Q2 2022 share Decrease -10.53% -10.65K shares -746K 90.51K
Q1 2022 share Increase 0.00% 101.17K shares 4.69M 101.17K