BEAM WEALTH ADVISORS, INC. – Fidelity MSCI Utilities Index ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$591,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-6.45%
quarter
Fidelity MSCI Utilities Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.57% | 217 shares | -31K | $42.22 | 13.99K |
| Q2 2022 | share | Decrease | -9.80% | -1.49K shares | -110K | $45.13 | 13.78K |
| Q1 2022 | share | Decrease | -0.26% | -40 shares | 22K | $47.92 | 15.28K |
| Q4 2021 | share | Increase | +3.93% | 579 shares | 103K | $46.16 | 15.32K |
| Q3 2021 | share | Increase | +8.81% | 1.19K shares | 51K | $41.16 | 14.74K |
| Q2 2021 | share | Increase | +3.95% | 515 shares | 15K | $40.73 | 13.54K |
| Q1 2021 | share | Increase | +4.09% | 512 shares | 33K | $40.87 | 13.03K |
| Q4 2020 | share | Increase | +2.65% | 323 shares | 45K | $39.66 | 12.52K |
| Q3 2020 | share | Increase | +2.79% | 331 shares | 25K | $36.82 | 12.19K |
| Q2 2020 | share | Decrease | -6.92% | -882 shares | -20K | $35.09 | 11.86K |
| Q1 2020 | share | Decrease | -57.64% | -17.35K shares | -815K | $34.28 | 12.74K |
| Q4 2019 | share | Increase | 0.00% | 30.1K shares | 1.27M | $39.93 | 30.1K |