Kestra Private Wealth Services’s Heartbeam BEAT Stock Holding History

Kestra Private Wealth Services’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$178K	Hold
2025 Q1	$287K	Buy
2024 Q4	$240K	Buy
2024 Q3	$240K	Buy
2024 Q2	$234K	Buy
2024 Q1	$197K	Buy
2023 Q4	$193K	Buy
2023 Q3	$161K	Buy
2023 Q2	$162K	Buy
2023 Q1	$146K	Buy
2022 Q4	$299K	Buy