Beaumont Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Beaumont Financial Advisors’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.07M	Buy	24,380 +831	+4%	+$183K	0.35%	59
2025 Q4	$5.29M	Sell	23,549 -241	-1%	-$54.6K	0.35%	54
2025 Q3	$5.29M	Sell	23,790 -2,355	-9%	-$490K	0.35%	54
2025 Q2	$5.16M	Buy	26,145 +9,051	+53%	+$1.57M	0.37%	50
2025 Q1	$2.76M	Sell	17,094 -9,450	-36%	-$1.69M	0.22%	74
2024 Q4	$4.91M	Buy	26,544 +905	+4%	+$165K	0.37%	54
2024 Q3	$4.47M	Buy	25,639 +753	+3%	+$127K	0.35%	56
2024 Q2	$4.27M	Sell	24,886 -578	-2%	-$91.4K	0.34%	57
2024 Q1	$3.97M	Sell	25,464 -2,185	-8%	-$329K	0.33%	55
2023 Q4	$3.97M	Sell	27,649 -12,189	-31%	-$1.61M	0.36%	50
2023 Q3	$4.9M	Sell	39,838 -247	-0.6%	-$31.8K	0.49%	43
2023 Q2	$5.24M	Buy	40,085 +1,833	+5%	+$218K	0.48%	47
2023 Q1	$4.36M	Buy	38,252 +19,297	+102%	+$2.02M	0.44%	38
2022 Q4	$1.79M	Sell	18,955 -1,827	-9%	-$176K	0.18%	88
2022 Q3	$1.89M	Sell	20,782 -119	-0.6%	-$12.4K	0.18%	75
2022 Q2	$2.02M	Sell	20,901 -1,049	-5%	-$112K	0.18%	80
2022 Q1	$2.7M	Sell	21,950 -17,063	-44%	-$2.07M	0.21%	91
2021 Q4	$5.28M	Sell	39,013 -1,140	-3%	-$148K	0.38%	53
2021 Q3	$4.76M	Buy	40,153 +473	+1%	+$57.9K	0.37%	59
2021 Q2	$4.67M	Sell	39,680 -46,815	-54%	-$5.22M	0.36%	58
2021 Q1	$9.16M	Sell	86,495 -15,402	-15%	-$1.64M	0.78%	38
2020 Q4	$10.6M	Sell	101,897 -15,008	-13%	-$1.46M	0.95%	28
2020 Q3	$10.8M	Sell	116,905 -45,751	-28%	-$4.07M	1.03%	24
2020 Q2	$13.4M	Buy	162,656 +137,767	+554%	+$10.2M	1.4%	19
2020 Q1	$1.56M	Sell	24,889 -238,085	-91%	-$17.1M	0.2%	84
2019 Q4	$19.1M	Sell	262,974 -71,184	-21%	-$4.82M	1.87%	13
2019 Q3	$21.3M	Sell	334,158 -23,013	-6%	-$1.46M	2.13%	9
2019 Q2	$22.2M	Buy	357,171 +108	+0%	+$6.59K	2.3%	5
2019 Q1	$21.2M	Buy	357,063 +340,094	+2,004%	+$18.7M	2.27%	6
2018 Q4	$836K	Sell	16,969 -411,457	-96%	-$22.1M	0.14%	93
2018 Q3	$25.8M	Sell	428,426 -248,568	-37%	-$14.6M	2.57%	5
2018 Q2	$37.4M	Sell	676,994 -46,849	-6%	-$2.56M	3.96%	3
2018 Q1	$37.5M	Buy	723,843 +295,941	+69%	+$15.7M	4.19%	1
2017 Q4	$21.4M	Sell	427,902 -35,886	-8%	-$1.77M	2.51%	5
2017 Q3	$21.4M	Sell	463,788 -5,616	-1%	-$252K	2.67%	4
2017 Q2	$20.1M	Buy	469,404 +53,684	+13%	+$2.29M	2.6%	5
2017 Q1	$17.1M	Sell	415,720 -148,802	-26%	-$5.9M	2.34%	5
2016 Q4	$20.8M	Buy	564,522 +279,938	+98%	+$10.2M	3.15%	5
2016 Q3	$10.4M	Sell	284,584 -149,993	-35%	-$5.27M	1.64%	15
2016 Q2	$14.1M	Sell	434,577 -109,959	-20%	-$3.58M	2.31%	7
2016 Q1	$18.1M	Sell	544,536 -86,565	-14%	-$2.68M	2.94%	6
2015 Q4	$20.7M	Buy	631,101 +166,292	+36%	+$5.5M	3.42%	2
2015 Q3	$14.9M	Hold	464,809	–	–	2.16%	9
2015 Q2	$14.9M	Sell	464,809 -585,976	-56%	-$19.3M	2.16%	9
2015 Q1	$33.7M	Buy	1,050,785 +55,106	+6%	+$1.76M	1.17%	29
2014 Q4	$31.6M	Sell	995,679 -39,829	-4%	-$1.22M	1.52%	23
2014 Q3	$31.2M	Buy	1,035,508 +110,362	+12%	+$3.3M	2.04%	16
2014 Q2	$27M	Buy	+925,146	New	+$25.8M	1.91%	12