BEAM WEALTH ADVISORS, INC. – iShares Core U.S. REIT ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$668,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-11.05%
quarter
iShares Core U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.17% | -612 shares | -115K | $47.5 | 14.05K |
| Q2 2022 | share | Increase | +5.02% | 701 shares | -120K | $53.4 | 14.66K |
| Q1 2022 | share | Increase | +3.11% | 421 shares | -12K | $64.65 | 13.96K |
| Q4 2021 | share | Increase | +2.23% | 295 shares | 138K | $67.47 | 13.54K |
| Q3 2021 | share | Increase | +5.28% | 664 shares | 43K | $58.65 | 13.24K |
| Q2 2021 | share | Decrease | -5.89% | -788 shares | 33K | $58.09 | 12.58K |
| Q1 2021 | share | Increase | +0.93% | 123 shares | 60K | $51.87 | 13.37K |
| Q4 2020 | share | Increase | +11.02% | 1.31K shares | 119K | $47.62 | 13.25K |
| Q3 2020 | share | Increase | +13.41% | 1.41K shares | 56K | $42.66 | 11.93K |
| Q2 2020 | share | Increase | +6.80% | 670 shares | 80K | $42.06 | 10.52K |
| Q1 2020 | share | Increase | +19.47% | 1.60K shares | -64K | $37.62 | 9.85K |
| Q4 2019 | share | Increase | 0.00% | 8.24K shares | 450K | $51.82 | 8.24K |