BEAM WEALTH ADVISORS, INC. – SPDR S&P 500 ETF Trust Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$2.17M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.47% | 370 shares | 17K | $357.18 | 6.09K |
| Q2 2022 | share | Decrease | -0.63% | -36 shares | -441K | $377.25 | 5.72K |
| Q1 2022 | share | Increase | +1.75% | 99 shares | -88K | $451.64 | 5.75K |
| Q4 2021 | share | Increase | +5.38% | 289 shares | 383K | $476.16 | 5.65K |
| Q3 2021 | share | Increase | +14.65% | 686 shares | 300K | $429.14 | 5.36K |
| Q2 2021 | share | Increase | +14.53% | 594 shares | 384K | $426.68 | 4.68K |
| Q1 2021 | share | Increase | +7.66% | 291 shares | 200K | $393.75 | 4.08K |
| Q4 2020 | share | Increase | +25.90% | 781 shares | 410K | $370.23 | 3.79K |
| Q3 2020 | share | Increase | +8.33% | 232 shares | 127K | $330.21 | 3.01K |
| Q2 2020 | share | Increase | +4.62% | 123 shares | 197K | $302.82 | 2.78K |
| Q1 2020 | share | Decrease | -33.11% | -1.31K shares | -594K | $252 | 2.66K |
| Q4 2019 | share | Increase | 0.00% | 3.97K shares | 1.28M | $312.76 | 3.97K |