Creative Planning’s BioTelemetry, Inc. BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,316
| Closed | -$256K | – | 1998 |
|
|
2019
Q2 | $256K | Buy |
+5,316
| New | +$256K | ﹤0.01% | 1461 |
|
|
2017
Q3 | – | Sell |
-1,800
| Closed | -$60K | – | 4470 |
|
|
2017
Q2 | $60K | Buy |
1,800
+962
| +115% | +$32.1K | ﹤0.01% | 2369 |
|
|
2017
Q1 | $24K | Buy |
838
+538
| +179% | +$15.4K | ﹤0.01% | 2993 |
|
|
2016
Q4 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 3743 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$6K | – | 4686 |
|
|
2015
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 3520 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$18K | – | 3928 |
|
|
2015
Q1 | $18K | Buy |
2,000
+1,000
| +100% | +$9K | ﹤0.01% | 2798 |
|
|
2014
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3110 |
|
|
2014
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 3118 |
|
|
2014
Q2 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 3012 |
|