BEAM WEALTH ADVISORS, INC. – iShares Preferred and Income Securities ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$929,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +37.17% | 7.95K shares | 226K | $31.67 | 29.34K |
| Q2 2022 | share | Increase | 0.00% | 21.39K shares | 703K | $32.88 | 21.39K |
| Q1 2022 | share | Decrease | -100.00% | -6.31K shares | -249K | $36.42 | 0 |
| Q4 2021 | share | Increase | +2.27% | 140 shares | 9K | $39.33 | 6.31K |
| Q3 2021 | share | Decrease | -1.09% | -68 shares | -6K | $38.4 | 6.17K |
| Q2 2021 | share | Increase | 0.00% | 6.24K shares | 246K | $38.47 | 6.24K |
| Q4 2020 | share | Decrease | -100.00% | -5.51K shares | -201K | $36.92 | 0 |
| Q3 2020 | share | Decrease | -10.18% | -625 shares | -12K | $34.46 | 5.51K |
| Q2 2020 | share | Decrease | -73.20% | -16.76K shares | -516K | $32.3 | 6.14K |
| Q1 2020 | share | Decrease | -10.93% | -2.81K shares | -238K | $29.23 | 22.90K |
| Q4 2019 | share | Increase | 0.00% | 25.71K shares | 967K | $34.22 | 25.71K |