Beacon Pointe Advisors’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
247,058
+147,058
| +147% | +$184K | ﹤0.01% | 1026 |
|
|
2025
Q1 | $201K | Sell |
100,000
-33,334
| -25% | -$67K | ﹤0.01% | 1136 |
|
|
2024
Q4 | $307K | Hold |
133,334
| – | – | ﹤0.01% | 984 |
|
|
2024
Q3 | $309K | Hold |
133,334
| – | – | ﹤0.01% | 1000 |
|
|
2024
Q2 | $343K | Hold |
133,334
| – | – | ﹤0.01% | 998 |
|
|
2024
Q1 | $291K | Hold |
133,334
| – | – | ﹤0.01% | 1110 |
|
|
2023
Q4 | $313K | Hold |
133,334
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q3 | $287K | Hold |
133,334
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q2 | $321K | Buy |
+133,334
| New | +$321K | 0.01% | 857 |
|