Beaumont Financial Advisors’s VanEck Natural Resources ETF HAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-254,408
| Closed | -$12.4M | – | 369 |
|
|
2023
Q4 | $12.4M | Buy |
254,408
+23,631
| +10% | +$1.15M | 1.13% | 29 |
|
|
2023
Q3 | $11.3M | Buy |
+230,777
| New | +$11.3M | 1.13% | 27 |
|
|
2022
Q3 | – | Sell |
-311,011
| Closed | -$14.1M | – | 315 |
|
|
2022
Q2 | $14.1M | Buy |
311,011
+9,096
| +3% | +$413K | 1.27% | 21 |
|
|
2022
Q1 | $16.6M | Buy |
301,915
+9,779
| +3% | +$537K | 1.26% | 19 |
|
|
2021
Q4 | $13.8M | Buy |
292,136
+86,904
| +42% | +$4.1M | 1% | 30 |
|
|
2021
Q3 | $9.33M | Buy |
+205,232
| New | +$9.33M | 0.72% | 42 |
|