BETA WEALTH GROUP, INC. – Transaction History
BETA WEALTH GROUP, INC. portfolio value:
677,000
portfolio value
BETA WEALTH GROUP, INC. quarter portfolio value change:
+5.38%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.80% | -5.04K shares | -69K | 31.53K | |
| Q2 2022 | share | Increase | +3.12% | 1.10K shares | -149K | 36.58K | |
| Q1 2022 | share | Increase | +4.51% | 1.53K shares | -99K | 35.47K | |
| Q4 2021 | share | 0.00% | 0 shares | 0 | 33.94K | ||
| Q3 2021 | share | Decrease | -0.09% | -30 shares | -23K | 33.94K | |
| Q2 2021 | share | Increase | +0.30% | 100 shares | 43K | 33.97K | |
| Q1 2021 | share | Increase | 0.00% | 33.87K shares | 974K | 33.87K |