Pasadena Private Wealth’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60,554
| Closed | -$140K | – | 149 |
|
|
2024
Q3 | $140K | Buy |
60,554
+1,850
| +3% | +$4.29K | 0.03% | 143 |
|
|
2024
Q2 | $151K | Sell |
58,704
-23,855
| -29% | -$61.3K | 0.03% | 140 |
|
|
2024
Q1 | $180K | Sell |
82,559
-775
| -0.9% | -$1.69K | 0.04% | 137 |
|
|
2023
Q4 | $196K | Buy |
+83,334
| New | +$196K | 0.05% | 139 |
|