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Lee Financial’s Heartbeam BEAT Stock Holding History

Lee Financial’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
Q1 		– Sell
-1,000
Closed -$2.35K – 225
2023
Q4 		$2.35K Buy
+1,000
New +$2.35K ﹤0.01% 712