BETA WEALTH GROUP, INC. – Transaction History
BETA WEALTH GROUP, INC. portfolio value:
2.38M
portfolio value
BETA WEALTH GROUP, INC. quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.87% | -4.22K shares | -283K | 49.41K | |
| Q2 2022 | share | Decrease | -12.15% | -7.41K shares | -513K | 53.64K | |
| Q1 2022 | share | Decrease | -13.66% | -9.65K shares | -707K | 61.05K | |
| Q4 2021 | share | 0.00% | 0 shares | 0 | 70.71K | ||
| Q3 2021 | share | Decrease | -48.04% | -65.39K shares | -3.60M | 70.71K | |
| Q2 2021 | share | Decrease | -47.38% | -122.56K shares | -6.69M | 136.11K | |
| Q1 2021 | share | Decrease | -3.55% | -9.51K shares | -883K | 258.67K | |
| Q4 2020 | share | Increase | 0.00% | 268.19K shares | 15.07M | 268.19K |