BEAM WEALTH ADVISORS, INC. – iShares MSCI World ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.95M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-6.48%
quarter
iShares MSCI World ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.88% | 170 shares | -118K | $99.95 | 19.57K |
Q2 2022 | share | Decrease | -3.16% | -633 shares | -494K | $106.88 | 19.40K |
Q1 2022 | share | Increase | +6.68% | 1.25K shares | 27K | $128.16 | 20.03K |
Q4 2021 | share | Increase | +0.47% | 88 shares | 177K | $135.64 | 18.77K |
Q3 2021 | share | Decrease | -0.41% | -77 shares | -12K | $126.46 | 18.69K |
Q2 2021 | share | Decrease | -5.18% | -1.02K shares | 31K | $126.57 | 18.76K |
Q1 2021 | share | Increase | +2.60% | 502 shares | 176K | $117.56 | 19.79K |
Q4 2020 | share | Decrease | -18.64% | -4.42K shares | -191K | $111.53 | 19.29K |
Q3 2020 | share | Decrease | -0.63% | -151 shares | 98K | $98.03 | 23.71K |
Q2 2020 | share | Increase | +24.53% | 4.7K shares | 769K | $90.76 | 23.86K |
Q1 2020 | share | Increase | 0.00% | 19.16K shares | 1.49M | $76 | 19.16K |