Lyons Wealth Management’s BioTelemetry, Inc. BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-17,700
| Closed | -$1.14M | – | 44 |
|
|
2018
Q3 | $1.14M | Sell |
17,700
-5,500
| -24% | -$355K | 2.26% | 9 |
|
|
2018
Q2 | $1.04M | Buy |
23,200
+6,200
| +36% | +$279K | 1.49% | 9 |
|
|
2018
Q1 | $528K | Sell |
17,000
-3,898
| -19% | -$121K | 0.8% | 33 |
|
|
2017
Q4 | $1.76M | Buy |
20,898
+10,698
| +105% | +$902K | 2.88% | 4 |
|
|
2017
Q3 | $337K | Buy |
+10,200
| New | +$337K | 0.51% | 36 |
|
|
2017
Q1 | – | Sell |
-47,095
| Closed | -$1.05M | – | 57 |
|
|
2016
Q4 | $1.05M | Buy |
+47,095
| New | +$1.05M | 1.44% | 10 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 56 |
|