BEAM WEALTH ADVISORS, INC. – iShares Core S&P Mid-Cap ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$804,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.41% | -999 shares | -252K | $219.26 | 3.66K |
| Q2 2022 | share | Decrease | -0.70% | -33 shares | -205K | $226.23 | 4.66K |
| Q1 2022 | share | Decrease | -0.02% | -1 shares | -70K | $268.34 | 4.7K |
| Q4 2021 | share | Increase | +11.48% | 484 shares | 222K | $282.78 | 4.70K |
| Q3 2021 | share | Increase | +11.38% | 431 shares | 92K | $263.07 | 4.21K |
| Q2 2021 | share | Decrease | -6.22% | -251 shares | -34K | $267.76 | 3.78K |
| Q1 2021 | share | Increase | +4.80% | 185 shares | 166K | $258.63 | 4.03K |
| Q4 2020 | share | Decrease | -0.13% | -5 shares | 170K | $227.78 | 3.85K |
| Q3 2020 | share | Decrease | -13.64% | -609 shares | -86K | $183.12 | 3.85K |
| Q2 2020 | share | Decrease | -61.80% | -7.22K shares | -881K | $174.9 | 4.46K |
| Q1 2020 | share | Decrease | -40.15% | -7.84K shares | -2.33M | $140.98 | 11.69K |
| Q4 2019 | share | Increase | 0.00% | 19.53K shares | 4.02M | $200.54 | 19.53K |