BEAM WEALTH ADVISORS, INC. – First Trust Preferred Securities and Income ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$232,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-3.08%
quarter
First Trust Preferred Securities and Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.84% | 116 shares | -6K | $16.7 | 13.92K |
| Q2 2022 | share | Increase | +1.49% | 203 shares | -21K | $17.23 | 13.80K |
| Q1 2022 | share | Decrease | -1.68% | -233 shares | -22K | $19.02 | 13.60K |
| Q4 2021 | share | Decrease | -20.41% | -3.54K shares | -76K | $20.3 | 13.83K |
| Q3 2021 | share | Decrease | -0.74% | -129 shares | -4K | $20.39 | 17.38K |
| Q2 2021 | share | Decrease | -46.50% | -15.21K shares | -298K | $20.23 | 17.51K |
| Q1 2021 | share | Decrease | -6.38% | -2.23K shares | -47K | $19.57 | 32.72K |
| Q4 2020 | share | Decrease | -2.16% | -772 shares | 21K | $19.38 | 34.95K |
| Q3 2020 | share | Increase | +5.39% | 1.82K shares | 54K | $18.19 | 35.73K |
| Q2 2020 | share | Increase | +18.48% | 5.28K shares | 162K | $17.26 | 33.90K |
| Q1 2020 | share | Increase | +77.87% | 12.52K shares | 146K | $15.14 | 28.61K |
| Q4 2019 | share | Increase | 0.00% | 16.08K shares | 323K | $18.29 | 16.08K |