Beaumont Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $2.49M | Sell |
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|
2021
Q3 | $2.47M | Buy |
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|
2021
Q2 | $2.38M | Sell |
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|
2021
Q1 | $7.13M | Sell |
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|
2020
Q4 | $8.64M | Sell |
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|
2020
Q3 | $8.98M | Sell |
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|
2020
Q2 | $11.9M | Buy |
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|
2020
Q1 | $486K | Sell |
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|
2019
Q4 | $3.49M | Sell |
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|
2019
Q3 | $3.93M | Sell |
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|
2019
Q2 | $4.1M | Sell |
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|
2019
Q1 | $20.3M | Buy |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $24.9M | Sell |
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|
2018
Q2 | $36.5M | Sell |
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|
2018
Q1 | $36.6M | Buy |
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|
2017
Q4 | $20.6M | Sell |
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|
2017
Q3 | $20.7M | Buy |
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|
2017
Q2 | $19.4M | Buy |
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|
2017
Q1 | $16.5M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $9.76M | Sell |
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|
2016
Q2 | $13.4M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $20M | Buy |
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|
2015
Q3 | $14.9M | Hold |
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|
2015
Q2 | $14.9M | Sell |
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|
2015
Q1 | $33.7M | Sell |
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|
2014
Q4 | $31.6M | Sell |
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|
2014
Q3 | $31.2M | Buy |
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|
2014
Q2 | $27M | Buy |
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