BETA WEALTH GROUP, INC. – Transaction History
BETA WEALTH GROUP, INC. portfolio value:
334,000
portfolio value
BETA WEALTH GROUP, INC. quarter portfolio value change:
-8.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.43% | -170 shares | -46K | 3.66K | |
| Q2 2022 | share | Decrease | -5.05% | -204 shares | -67K | 3.83K | |
| Q1 2022 | share | Increase | 0.00% | 4.03K shares | 447K | 4.03K |