BEAM WEALTH ADVISORS, INC. – Invesco Preferred ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.30M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-3.73%
quarter
Invesco Preferred ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.56% | 12.22K shares | 100K | $11.88 | 109.54K |
| Q2 2022 | share | Decrease | -0.80% | -787 shares | -130K | $12.34 | 97.31K |
| Q1 2022 | share | Decrease | -3.46% | -3.51K shares | -193K | $13.57 | 98.10K |
| Q4 2021 | share | Increase | +5.08% | 4.91K shares | 71K | $14.96 | 101.61K |
| Q3 2021 | share | Decrease | -3.76% | -3.77K shares | -86K | $14.91 | 96.69K |
| Q2 2021 | share | Increase | +14.06% | 12.38K shares | 218K | $15.02 | 100.47K |
| Q1 2021 | share | Increase | +12.73% | 9.94K shares | 129K | $14.53 | 88.08K |
| Q4 2020 | share | Increase | +17.91% | 11.87K shares | 216K | $14.6 | 78.14K |
| Q3 2020 | share | Increase | +32.46% | 16.24K shares | 265K | $13.92 | 66.27K |
| Q2 2020 | share | Increase | +14.81% | 6.45K shares | 137K | $13.17 | 50.03K |
| Q1 2020 | share | Increase | +32.01% | 10.56K shares | 78K | $12.11 | 43.58K |
| Q4 2019 | share | Increase | 0.00% | 33.01K shares | 496K | $13.63 | 33.01K |