Baker Avenue Asset Management’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,614
| Closed | -$55.5K | – | 412 |
|
|
2024
Q2 | $55.5K | Sell |
21,614
-25,000
| -54% | -$64.3K | ﹤0.01% | 361 |
|
|
2024
Q1 | $102K | Sell |
46,614
-54
| -0.1% | -$118 | ﹤0.01% | 350 |
|
|
2023
Q4 | $110K | Sell |
46,668
-20,000
| -30% | -$47K | ﹤0.01% | 347 |
|
|
2023
Q3 | $143K | Hold |
66,668
| – | – | 0.01% | 376 |
|
|
2023
Q2 | $161K | Buy |
+66,668
| New | +$161K | 0.01% | 361 |
|