BEAM WEALTH ADVISORS, INC. – iShares Russell 2000 Value ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.54M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-5.30%
quarter
iShares Russell 2000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.70% | 315 shares | -44K | $128.93 | 11.96K |
| Q2 2022 | share | Increase | +9.58% | 1.01K shares | -129K | $136.15 | 11.65K |
| Q1 2022 | share | Increase | +6.50% | 649 shares | 58K | $161.4 | 10.63K |
| Q4 2021 | share | Increase | +7.50% | 697 shares | 170K | $165.91 | 9.98K |
| Q3 2021 | share | Increase | +3.86% | 345 shares | 5K | $160.23 | 9.28K |
| Q2 2021 | share | Increase | +11.52% | 924 shares | 204K | $164.98 | 8.94K |
| Q1 2021 | share | Increase | +1.28% | 101 shares | 236K | $158.34 | 8.02K |
| Q4 2020 | share | Increase | 0.00% | 7.91K shares | 1.04M | $130.49 | 7.91K |