BerganKDV Wealth Management’s Heartbeam BEAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,876	Closed	-$4.26K	–	888
2023 Q1	$4.26K	Buy	1,876 +750	+67%	+$1.7K	﹤0.01%	713
2022 Q4	$5.5K	Buy	+1,126	New	+$5.5K	﹤0.01%	659