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First Foundation Advisors’s Heartbeam BEAT Stock Holding History

First Foundation Advisors’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,100
Closed -$28.6K – 434
2024
Q1 		$28.6K Buy
13,100
+3,100
+31% +$6.76K ﹤0.01% 415
2023
Q4 		$23.5K Buy
+10,000
New +$23.5K ﹤0.01% 424