BEAM WEALTH ADVISORS, INC. – iShares Core S&P Small-Cap ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$272,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.50% | 371 shares | 18K | $87.19 | 3.11K |
| Q2 2022 | share | Decrease | -9.99% | -305 shares | -75K | $92.41 | 2.74K |
| Q1 2022 | share | Increase | +11.75% | 321 shares | 16K | $107.88 | 3.05K |
| Q4 2021 | share | Increase | 0.00% | 2.73K shares | 313K | $114.65 | 2.73K |
| Q3 2021 | share | Decrease | -100.00% | -12.25K shares | -1.38M | $109.19 | 0 |
| Q2 2021 | share | Decrease | -0.74% | -91 shares | 45K | $112.47 | 12.25K |
| Q1 2021 | share | Decrease | -0.22% | -27 shares | 202K | $107.8 | 12.34K |
| Q4 2020 | share | Increase | 0.00% | 12.36K shares | 1.13M | $91.05 | 12.36K |
| Q2 2020 | share | Decrease | -100.00% | -51.68K shares | -2.9M | $67.19 | 0 |
| Q1 2020 | share | Increase | +52.15% | 17.71K shares | 52K | $55.01 | 51.68K |
| Q4 2019 | share | Increase | 0.00% | 33.96K shares | 2.84M | $81.83 | 33.96K |