Kestra Private Wealth Services’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Hold |
142,645
| – | – | ﹤0.01% | 1505 |
|
|
2025
Q1 | $287K | Buy |
142,645
+38,299
| +37% | +$77K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $240K | Buy |
104,346
+725
| +0.7% | +$1.67K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $240K | Buy |
103,621
+12,606
| +14% | +$29.2K | ﹤0.01% | 1186 |
|
|
2024
Q2 | $234K | Buy |
91,015
+725
| +0.8% | +$1.86K | ﹤0.01% | 1155 |
|
|
2024
Q1 | $197K | Buy |
90,290
+8,125
| +10% | +$17.7K | ﹤0.01% | 1199 |
|
|
2023
Q4 | $193K | Buy |
82,165
+7,300
| +10% | +$17.2K | ﹤0.01% | 1106 |
|
|
2023
Q3 | $161K | Buy |
74,865
+7,500
| +11% | +$16.1K | 0.01% | 1051 |
|
|
2023
Q2 | $162K | Buy |
67,365
+2,900
| +4% | +$6.99K | 0.01% | 981 |
|
|
2023
Q1 | $146K | Buy |
64,465
+3,249
| +5% | +$7.38K | 0.01% | 955 |
|
|
2022
Q4 | $299K | Buy |
+61,216
| New | +$299K | 0.02% | 674 |
|