Charles Schwab’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
14,543
| – | – | ﹤0.01% | 3490 |
|
|
2025
Q1 | $29.2K | Hold |
14,543
| – | – | ﹤0.01% | 3443 |
|
|
2024
Q4 | $33.4K | Hold |
14,543
| – | – | ﹤0.01% | 3464 |
|
|
2024
Q3 | $33.7K | Hold |
14,543
| – | – | ﹤0.01% | 3453 |
|
|
2024
Q2 | $37.4K | Hold |
14,543
| – | – | ﹤0.01% | 3545 |
|
|
2024
Q1 | $31.7K | Hold |
14,543
| – | – | ﹤0.01% | 3401 |
|
|
2023
Q4 | $34.2K | Hold |
14,543
| – | – | ﹤0.01% | 3437 |
|
|
2023
Q3 | $31.3K | Hold |
14,543
| – | – | ﹤0.01% | 3461 |
|
|
2023
Q2 | $35K | Buy |
+14,543
| New | +$35K | ﹤0.01% | 3473 |
|