Mark Sheptoff Financial Planning’s BioTelemetry, Inc. BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,300
| Closed | -$59K | – | 373 |
|
|
2020
Q3 | $59K | Sell |
1,300
-100
| -7% | -$4.54K | 0.04% | 141 |
|
|
2020
Q2 | $63K | Hold |
1,400
| – | – | 0.04% | 138 |
|
|
2020
Q1 | $54K | Sell |
1,400
-300
| -18% | -$11.6K | 0.04% | 132 |
|
|
2019
Q4 | $79K | Buy |
1,700
+200
| +13% | +$9.29K | 0.05% | 125 |
|
|
2019
Q3 | $61K | Hold |
1,500
| – | – | 0.04% | 137 |
|
|
2019
Q2 | $72K | Hold |
1,500
| – | – | 0.05% | 135 |
|
|
2019
Q1 | $94K | Buy |
1,500
+300
| +25% | +$18.8K | 0.07% | 119 |
|
|
2018
Q4 | $72K | Hold |
1,200
| – | – | 0.06% | 117 |
|
|
2018
Q3 | $77K | Buy |
1,200
+300
| +33% | +$19.3K | 0.05% | 139 |
|
|
2018
Q2 | $41K | Buy |
+900
| New | +$41K | 0.03% | 174 |
|