BEAM WEALTH ADVISORS, INC. – iShares Morningstar Mid-Cap Growth ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$216,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-3.00%
quarter
iShares Morningstar Mid-Cap Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.27% | -55 shares | -9K | $50.38 | 4.28K |
| Q2 2022 | share | Decrease | -57.44% | -5.85K shares | -430K | $51.94 | 4.33K |
| Q1 2022 | share | Increase | +5.10% | 494 shares | -55K | $64.28 | 10.18K |
| Q4 2021 | share | Increase | +5.23% | 482 shares | 76K | $73.43 | 9.69K |
| Q3 2021 | share | Decrease | -1.26% | -118 shares | -9K | $68.88 | 9.21K |
| Q2 2021 | share | Decrease | -26.17% | -3.30K shares | -153K | $68.79 | 9.32K |
| Q1 2021 | share | Increase | +1.25% | 156 shares | 0 | $62.86 | 12.63K |
| Q4 2020 | share | Decrease | -14.68% | -2.14K shares | 15K | $63.57 | 12.48K |
| Q3 2020 | share | Decrease | -1.93% | -288 shares | 31K | $53.25 | 14.62K |
| Q2 2020 | share | Increase | 0.00% | 14.91K shares | 750K | $48.71 | 14.91K |