Number of Shares
10,618.00
Current Holdings Value*
$725,390.00
% of Portfolio
0.44%
Total Estimate Gain
$534,099.52
% of Total Estimate Gain
21.19%

Beaumont Asset Management, L.L.C.'s Fidelity MSCI Health Care Index ETF Holding Summary

As of 2025-03-31, Beaumont Asset Management, L.L.C. held 10,618.00 shares of Fidelity MSCI Health Care Index ETF(FHLC), totaling $725,390.00. This investment constitutes 0.44% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.03% of the outstanding Fidelity MSCI Health Care Index ETF(FHLC) stock.

The initial trade took place in 2019Q4. And since then Beaumont Asset Management, L.L.C. has made 13 purchases of FHLC, at an average price of $54.53, for a total of 46,228.00 shares. In addition, there have been 9 sales at an average price of $66.55 for 35,610.00 shares. Based on historical transaction data and FHLC's current price of $64.53, Beaumont Asset Management, L.L.C.'s estimated gain on his FHLC holdings is $534,099.52, reflecting a 21.19% gain to date.

Beaumont Asset Management, L.L.C. FHLC ($64.53) Holding Chart

Beaumont Asset Management, L.L.C. FHLC ($64.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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