BEAM WEALTH ADVISORS, INC. – iShares Core S&P 500 ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.32M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.03% | -981 shares | -448K | $358.65 | 3.68K |
| Q2 2022 | share | Decrease | -44.47% | -3.73K shares | -2.04M | $379.15 | 4.66K |
| Q1 2022 | share | Increase | +3.03% | 247 shares | -78K | $453.69 | 8.40K |
| Q4 2021 | share | Decrease | -11.75% | -1.08K shares | -92K | $478.18 | 8.15K |
| Q3 2021 | share | Decrease | -11.70% | -1.22K shares | -518K | $430.82 | 9.24K |
| Q2 2021 | share | Decrease | -4.80% | -528 shares | 126K | $428.29 | 10.46K |
| Q1 2021 | share | Increase | +10.18% | 1.01K shares | 628K | $395.17 | 10.99K |
| Q4 2020 | share | Decrease | -16.76% | -2.00K shares | -282K | $371.65 | 9.97K |
| Q3 2020 | share | Increase | +7.15% | 800 shares | 468K | $331.25 | 11.98K |
| Q2 2020 | share | Decrease | -61.34% | -17.74K shares | -3.91M | $303.84 | 11.18K |
| Q1 2020 | share | Increase | +43.59% | 8.78K shares | 963K | $252.48 | 28.93K |
| Q4 2019 | share | Increase | 0.00% | 20.14K shares | 6.51M | $313.89 | 20.14K |