Cetera Investment Advisers’s Heartbeam BEAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,400
Closed -$20.9K 4058
2025
Q1
$20.9K Hold
10,400
﹤0.01% 3901
2024
Q4
$23.9K Hold
10,400
﹤0.01% 3692
2024
Q3
$24.1K Buy
+10,400
New +$24.1K ﹤0.01% 3641