Back to BEEM
Center for Financial Planning, Inc. → BEEM
Center for Financial Planning, Inc. BEEM Position History
Beam Global • Industrials
Quarters held
5
Latest value
$1K
Q3 2026
Peak value
$3K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q4 2025 | $2K |
| Q1 2026 | $1K |
| Q2 2026 | $1K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 1.0K | — | — |
| Q2 2026 | $1K | 1.0K | — | — |
| Q1 2026 | $1K | 1.0K | — | — |
| Q4 2025 | $2K | 1.0K | — | — |
| Q3 2025 | $3K | 1.0K | — | — |