SMART Wealth’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
12,000
| – | – | ﹤0.01% | 168 |
|
|
2025
Q1 | $24.1K | Sell |
12,000
-12,983
| -52% | -$26.1K | 0.01% | 153 |
|
|
2024
Q4 | $57.5K | Buy |
24,983
+12,000
| +92% | +$27.6K | 0.02% | 146 |
|
|
2024
Q3 | $30.1K | Hold |
12,983
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $33.4K | Hold |
12,983
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $28.3K | Hold |
12,983
| – | – | 0.01% | 118 |
|
|
2023
Q4 | $30.5K | Hold |
12,983
| – | – | 0.02% | 81 |
|
|
2023
Q3 | $27.9K | Hold |
12,983
| – | – | 0.02% | 71 |
|
|
2023
Q2 | $31.3K | Buy |
+12,983
| New | +$31.3K | 0.02% | 81 |
|