Cannon Financial Strategists’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.9K | Sell |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $185K | Hold |
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|
2024
Q3 | $187K | Hold |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $175K | Hold |
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|
2023
Q4 | $189K | Hold |
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|
2023
Q3 | $173K | Buy |
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|
2023
Q2 | $150K | Hold |
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|
2023
Q1 | $141K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $63.8K | Buy |
|