BEAM WEALTH ADVISORS, INC. – Schwab U.S. Large-Cap ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$213,000
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.10% | 333 shares | 4K | $42.35 | 5.02K |
| Q2 2022 | share | Decrease | -5.69% | -283 shares | -59K | $44.66 | 4.68K |
| Q1 2022 | share | Decrease | -11.52% | -647 shares | -52K | $53.85 | 4.97K |
| Q4 2021 | share | Decrease | -5.07% | -150 shares | 12K | $114.22 | 2.80K |
| Q3 2021 | share | Increase | +1.96% | 57 shares | 6K | $104.03 | 2.95K |
| Q2 2021 | share | Increase | +9.72% | 257 shares | 48K | $103.64 | 2.90K |
| Q1 2021 | share | Increase | +3.08% | 79 shares | 21K | $95.42 | 2.64K |
| Q4 2020 | share | Increase | 0.00% | 2.56K shares | 233K | $90.1 | 2.56K |