Spectrum Asset Management (California)’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Hold |
74,400
| – | – | 0.04% | 94 |
|
|
2025
Q1 | $150K | Hold |
74,400
| – | – | 0.07% | 82 |
|
|
2024
Q4 | $171K | Buy |
74,400
+20,000
| +37% | +$46K | 0.08% | 92 |
|
|
2024
Q3 | $126K | Sell |
54,400
-52,800
| -49% | -$122K | 0.05% | 92 |
|
|
2024
Q2 | $276K | Buy |
107,200
+62,300
| +139% | +$160K | 0.13% | 82 |
|
|
2024
Q1 | $97.9K | Hold |
44,900
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $106K | Hold |
44,900
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $96.5K | Buy |
44,900
+2,000
| +5% | +$4.3K | 0.05% | 86 |
|
|
2023
Q2 | $103K | Buy |
+42,900
| New | +$103K | 0.05% | 84 |
|