Smith Salley Wealth Management’s Heartbeam BEAT Stock Holding History

Smith Salley Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$607K	Hold
2025 Q2	$460K	Hold
2025 Q1	$739K	Buy
2024 Q4	$575K	Hold
2024 Q3	$580K	Hold
2024 Q2	$643K	Hold
2024 Q1	$545K	Buy
2023 Q4	$470K	Hold
2023 Q3	$430K	Hold
2023 Q2	$482K	Buy