Beaumont Financial Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.89M | Buy |
220,075
+27,369
| +14% | +$1.11M | 0.64% | 37 |
|
|
2025
Q1 | $6.75M | Buy |
192,706
+4,035
| +2% | +$141K | 0.53% | 45 |
|
|
2024
Q4 | $6.17M | Buy |
188,671
+8,011
| +4% | +$262K | 0.46% | 46 |
|
|
2024
Q3 | $6.46M | Buy |
180,660
+3,754
| +2% | +$134K | 0.51% | 44 |
|
|
2024
Q2 | $6.25M | Buy |
176,906
+4,075
| +2% | +$144K | 0.5% | 44 |
|
|
2024
Q1 | $5.83M | Buy |
172,831
+13,890
| +9% | +$469K | 0.48% | 45 |
|
|
2023
Q4 | $5.23M | Buy |
158,941
+14,134
| +10% | +$465K | 0.48% | 46 |
|
|
2023
Q3 | $4.1M | Buy |
144,807
+6,297
| +5% | +$178K | 0.41% | 45 |
|
|
2023
Q2 | $4.34M | Buy |
138,510
+28,823
| +26% | +$904K | 0.4% | 50 |
|
|
2023
Q1 | $3.22M | Buy |
109,687
+2,275
| +2% | +$66.9K | 0.33% | 46 |
|
|
2022
Q4 | $2.96M | Sell |
107,412
-50,514
| -32% | -$1.39M | 0.3% | 47 |
|
|
2022
Q3 | $3.95M | Buy |
157,926
+9,333
| +6% | +$233K | 0.38% | 44 |
|
|
2022
Q2 | $4.1M | Buy |
148,593
+50,599
| +52% | +$1.39M | 0.37% | 50 |
|
|
2022
Q1 | $3.35M | Buy |
97,994
+16,139
| +20% | +$551K | 0.25% | 75 |
|
|
2021
Q4 | $2.71M | Sell |
81,855
-238,724
| -74% | -$7.91M | 0.2% | 77 |
|
|
2021
Q3 | $10.5M | Buy |
+320,579
| New | +$10.5M | 0.81% | 36 |
|