BEAM WEALTH ADVISORS, INC. – iShares U.S. Financials ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.97M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-3.47%
quarter
iShares U.S. Financials ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.90% | 543 shares | -33K | $67.55 | 29.16K |
| Q2 2022 | share | Increase | +3.14% | 871 shares | -343K | $69.98 | 28.62K |
| Q1 2022 | share | Increase | +6.03% | 1.57K shares | 77K | $84.53 | 27.75K |
| Q4 2021 | share | Increase | +2.66% | 678 shares | 164K | $86.79 | 26.17K |
| Q3 2021 | share | Increase | +1.76% | 440 shares | 74K | $82.55 | 25.49K |
| Q2 2021 | share | Increase | +17.78% | 3.78K shares | 438K | $80.71 | 25.05K |
| Q1 2021 | share | Increase | +3.31% | 681 shares | 218K | $74.37 | 21.27K |
| Q4 2020 | share | Decrease | -16.76% | -4.14K shares | -29K | $66.09 | 20.59K |
| Q3 2020 | share | Increase | +0.77% | 190 shares | 35K | $55.94 | 24.74K |
| Q2 2020 | share | Increase | +25.50% | 4.98K shares | 417K | $53.99 | 24.55K |
| Q1 2020 | share | Increase | 0.00% | 19.56K shares | 952K | $47.49 | 19.56K |