BEAM WEALTH ADVISORS, INC. – Invesco Active U.S. Real Estate Fund Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.61M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-11.09%
quarter
Invesco Active U.S. Real Estate Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.76% | 512 shares | -153K | $84.89 | 19.05K |
| Q2 2022 | share | Increase | +11.30% | 1.88K shares | -90K | $95.47 | 18.54K |
| Q1 2022 | share | Increase | +5.84% | 919 shares | -30K | $111.7 | 16.66K |
| Q4 2021 | share | Increase | +0.51% | 80 shares | 276K | $119.61 | 15.74K |
| Q3 2021 | share | Decrease | -0.53% | -83 shares | -15K | $103.12 | 15.66K |
| Q2 2021 | share | Decrease | -10.88% | -1.92K shares | -23K | $102.95 | 15.74K |
| Q1 2021 | share | Increase | +6.13% | 1.02K shares | 207K | $92.41 | 17.67K |
| Q4 2020 | share | Decrease | -16.22% | -3.22K shares | -165K | $85.25 | 16.64K |
| Q3 2020 | share | Increase | +6.51% | 1.21K shares | 78K | $78.91 | 19.87K |
| Q2 2020 | share | Increase | +31.07% | 4.42K shares | 511K | $77.86 | 18.65K |
| Q1 2020 | share | Increase | 0.00% | 14.23K shares | 1.02M | $68.74 | 14.23K |