Beacon Pointe Advisors’s Heartbeam BEAT Stock Holding History

Beacon Pointe Advisors’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 Q2	$309K	Buy
2025 Q1	$201K	Sell
2024 Q4	$307K	Hold
2024 Q3	$309K	Hold
2024 Q2	$343K	Hold
2024 Q1	$291K	Hold
2023 Q4	$313K	Hold
2023 Q3	$287K	Hold
2023 Q2	$321K	Buy