Beaumont Financial Advisors’s ALPS Disruptive Technologies ETF DTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
5,368
| – | – | 0.02% | 317 |
|
|
2025
Q1 | $233K | Hold |
5,368
| – | – | 0.02% | 331 |
|
|
2024
Q4 | $243K | Buy |
5,368
+2
| +0% | +$91 | 0.02% | 326 |
|
|
2024
Q3 | $238K | Hold |
5,366
| – | – | 0.02% | 313 |
|
|
2024
Q2 | $221K | Hold |
5,366
| – | – | 0.02% | 330 |
|
|
2024
Q1 | $227K | Hold |
5,366
| – | – | 0.02% | 331 |
|
|
2023
Q4 | $222K | Buy |
+5,366
| New | +$222K | 0.02% | 310 |
|
|
2023
Q3 | – | Sell |
-5,365
| Closed | -$211K | – | 330 |
|
|
2023
Q2 | $211K | Buy |
+5,365
| New | +$211K | 0.02% | 318 |
|
|
2022
Q4 | – | Sell |
-6,534
| Closed | -$206K | – | 323 |
|
|
2022
Q3 | $206K | Hold |
6,534
| – | – | 0.02% | 290 |
|
|
2022
Q2 | $217K | Buy |
+6,534
| New | +$217K | 0.02% | 283 |
|
|
2020
Q1 | – | Sell |
-39,556
| Closed | -$1.27M | – | 245 |
|
|
2019
Q4 | $1.27M | Buy |
+39,556
| New | +$1.27M | 0.13% | 112 |
|