BEAM WEALTH ADVISORS, INC. – iShares Russell Mid-Cap ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$2.30M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-3.88%
quarter
iShares Russell Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.35% | -132 shares | -102K | $62.15 | 37.11K |
| Q2 2022 | share | Decrease | -2.68% | -1.02K shares | -578K | $64.66 | 37.24K |
| Q1 2022 | share | Increase | +4.84% | 1.76K shares | -43K | $78.04 | 38.27K |
| Q4 2021 | share | Decrease | -4.23% | -1.61K shares | 48K | $83.08 | 36.50K |
| Q3 2021 | share | Decrease | -1.59% | -614 shares | -87K | $78.22 | 38.11K |
| Q2 2021 | share | Decrease | -12.20% | -5.38K shares | -192K | $78.98 | 38.73K |
| Q1 2021 | share | Increase | +2.51% | 1.08K shares | 311K | $73.54 | 44.11K |
| Q4 2020 | share | Decrease | -19.95% | -10.72K shares | -135K | $68.01 | 43.03K |
| Q3 2020 | share | Increase | +6.29% | 3.18K shares | 326K | $56.74 | 53.75K |
| Q2 2020 | share | Increase | +17.98% | 7.70K shares | 908K | $52.79 | 50.57K |
| Q1 2020 | share | Increase | 0.00% | 42.86K shares | 1.85M | $42.39 | 42.86K |