Smith Salley Wealth Management’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Hold |
367,647
| – | – | 0.03% | 176 |
|
|
2025
Q1 | $739K | Buy |
367,647
+117,647
| +47% | +$236K | 0.05% | 156 |
|
|
2024
Q4 | $575K | Hold |
250,000
| – | – | 0.04% | 165 |
|
|
2024
Q3 | $580K | Hold |
250,000
| – | – | 0.04% | 167 |
|
|
2024
Q2 | $643K | Hold |
250,000
| – | – | 0.05% | 154 |
|
|
2024
Q1 | $545K | Buy |
250,000
+50,000
| +25% | +$109K | 0.04% | 160 |
|
|
2023
Q4 | $470K | Hold |
200,000
| – | – | 0.03% | 185 |
|
|
2023
Q3 | $430K | Hold |
200,000
| – | – | 0.03% | 178 |
|
|
2023
Q2 | $482K | Buy |
+200,000
| New | +$482K | 0.04% | 175 |
|