Mosaic Family Wealth’s BioTelemetry, Inc. BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-153
| Closed | -$5K | – | 999 |
|
|
2017
Q2 | $5K | Sell |
153
-26
| -15% | -$850 | ﹤0.01% | 583 |
|
|
2017
Q1 | $5K | Hold |
179
| – | – | ﹤0.01% | 592 |
|
|
2016
Q4 | $4K | Hold |
179
| – | – | ﹤0.01% | 610 |
|
|
2016
Q3 | $3K | Hold |
179
| – | – | ﹤0.01% | 668 |
|
|
2016
Q2 | $3K | Sell |
179
-92
| -34% | -$1.54K | ﹤0.01% | 703 |
|
|
2016
Q1 | $3K | Sell |
271
-41
| -13% | -$454 | ﹤0.01% | 681 |
|
|
2015
Q4 | $3K | Buy |
+312
| New | +$3K | ﹤0.01% | 665 |
|