Advisory Research’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5K | Hold |
50,000
| – | – | 0.01% | 142 |
|
|
2025
Q1 | $101K | Hold |
50,000
| – | – | 0.02% | 147 |
|
|
2024
Q4 | $115K | Hold |
50,000
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $116K | Hold |
50,000
| – | – | 0.02% | 155 |
|
|
2024
Q2 | $129K | Hold |
50,000
| – | – | 0.02% | 159 |
|
|
2024
Q1 | $109K | Hold |
50,000
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $118K | Hold |
50,000
| – | – | 0.02% | 329 |
|
|
2023
Q3 | $108K | Sell |
50,000
-50,000
| -50% | -$108K | 0.01% | 422 |
|
|
2023
Q2 | $241K | Buy |
+100,000
| New | +$241K | 0.03% | 417 |
|