State Street’s Heartbeam BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Hold |
78,373
| – | – | ﹤0.01% | 3978 |
|
|
2025
Q1 | $158K | Hold |
78,373
| – | – | ﹤0.01% | 3879 |
|
|
2024
Q4 | $180K | Buy |
78,373
+8,800
| +13% | +$20.2K | ﹤0.01% | 3875 |
|
|
2024
Q3 | $161K | Hold |
69,573
| – | – | ﹤0.01% | 3869 |
|
|
2024
Q2 | $179K | Buy |
69,573
+4,300
| +7% | +$11.1K | ﹤0.01% | 3854 |
|
|
2024
Q1 | $142K | Hold |
65,273
| – | – | ﹤0.01% | 3952 |
|
|
2023
Q4 | $153K | Hold |
65,273
| – | – | ﹤0.01% | 3952 |
|
|
2023
Q3 | $140K | Hold |
65,273
| – | – | ﹤0.01% | 4024 |
|
|
2023
Q2 | $157K | Buy |
65,273
+47,800
| +274% | +$115K | ﹤0.01% | 4078 |
|
|
2023
Q1 | $39.5K | Hold |
17,473
| – | – | ﹤0.01% | 4560 |
|
|
2022
Q4 | $85.3K | Buy |
+17,473
| New | +$85.3K | ﹤0.01% | 4416 |
|