BEAM WEALTH ADVISORS, INC. – Schwab U.S. Dividend Equity ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.31M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +30.08% | 4.57K shares | 224K | $66.43 | 19.78K |
| Q2 2022 | share | Decrease | -4.86% | -777 shares | -171K | $71.63 | 15.21K |
| Q1 2022 | share | Decrease | -4.88% | -820 shares | -98K | $78.89 | 15.98K |
| Q4 2021 | share | Increase | +15.33% | 2.23K shares | 277K | $80.71 | 16.80K |
| Q3 2021 | share | Increase | +8.19% | 1.10K shares | 63K | $74.24 | 14.57K |
| Q2 2021 | share | Increase | +24.77% | 2.67K shares | 232K | $75.03 | 13.47K |
| Q1 2021 | share | Increase | +34.17% | 2.75K shares | 271K | $71.83 | 10.79K |
| Q4 2020 | share | Increase | +29.85% | 1.85K shares | 173K | $62.74 | 8.04K |
| Q3 2020 | share | Increase | +31.21% | 1.47K shares | 96K | $53.59 | 6.19K |
| Q2 2020 | share | Decrease | -15.60% | -873 shares | -5K | $49.64 | 4.72K |
| Q1 2020 | share | Increase | +25.16% | 1.12K shares | -7K | $42.78 | 5.59K |
| Q4 2019 | share | Increase | 0.00% | 4.47K shares | 259K | $54.52 | 4.47K |