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O'Shaughnessy Asset Management’s Heartbeam BEAT Stock Holding History

O'Shaughnessy Asset Management’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$174K Hold
139,182
– – ﹤0.01% 1862
2025
Q1 		$280K Hold
139,182
– – ﹤0.01% 1622
2024
Q4 		$320K Hold
139,182
– – ﹤0.01% 1492
2024
Q3 		$315K Buy
+139,182
New +$315K ﹤0.01% 1462