Advisory Research’s Heartbeam BEAT Stock Holding History

Advisory Research’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$82.5K	Hold
2025 Q2	$62.5K	Hold
2025 Q1	$101K	Hold
2024 Q4	$115K	Hold
2024 Q3	$116K	Hold
2024 Q2	$129K	Hold
2024 Q1	$109K	Hold
2023 Q4	$118K	Hold
2023 Q3	$108K	Sell
2023 Q2	$241K	Buy