Beaumont Financial Advisors’s ALPS Disruptive Technologies ETF DTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Hold |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.27M | Buy |
|