AE Wealth Management’s Heartbeam BEAT Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell
2023 Q4	$24.1K	Hold
2023 Q3	$27.9K	Hold
2023 Q2	$31.3K	Buy