BEAM WEALTH ADVISORS, INC. – PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.53M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-5.51%
quarter
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.57% | 480 shares | -64K | $49.41 | 31.06K |
| Q2 2022 | share | Decrease | -5.20% | -1.67K shares | -159K | $52.29 | 30.58K |
| Q1 2022 | share | Increase | +6.23% | 1.89K shares | 82K | $54.48 | 32.26K |
| Q4 2021 | share | Increase | +17.82% | 4.59K shares | 262K | $55.1 | 30.37K |
| Q3 2021 | share | Increase | +83.25% | 11.71K shares | 639K | $54.69 | 25.77K |
| Q2 2021 | share | Increase | +226.86% | 9.76K shares | 539K | $53.93 | 14.06K |
| Q1 2021 | share | Decrease | -4.61% | -208 shares | -8K | $53.07 | 4.30K |
| Q4 2020 | share | Decrease | -1.93% | -89 shares | -4K | $52.43 | 4.51K |
| Q3 2020 | share | Increase | +15.40% | 614 shares | 35K | $51.71 | 4.60K |
| Q2 2020 | share | Increase | 0.00% | 3.98K shares | 213K | $50.81 | 3.98K |
| Q1 2020 | share | Decrease | -100.00% | -4.62K shares | -242K | $49.1 | 0 |
| Q4 2019 | share | Increase | 0.00% | 4.62K shares | 242K | $49.73 | 4.62K |