Avitas Wealth Management’s BioTelemetry, Inc. BEAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-13,135
| Closed | -$632K | – | 195 |
|
2019
Q2 | $632K | Buy |
13,135
+1,790
| +16% | +$86.1K | 0.18% | 130 |
|
2019
Q1 | $710K | Sell |
11,345
-711
| -6% | -$44.5K | 0.21% | 118 |
|
2018
Q4 | $720K | Sell |
12,056
-7,916
| -40% | -$473K | 0.24% | 112 |
|
2018
Q3 | $1.29M | Buy |
19,972
+1,634
| +9% | +$105K | 0.37% | 101 |
|
2018
Q2 | $825K | Buy |
+18,338
| New | +$825K | 0.26% | 118 |
|