Capital Advisors Ltd’s Finance of America Companies FOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-142	Closed	-$3K	–	1348
2023 Q2	$3K	Buy	+142	New	+$3K	﹤0.01%	936
2022 Q2	–	Sell	-69	Closed	-$2K	–	1104
2022 Q1	$2K	Sell	69 -33	-32%	-$957	﹤0.01%	634
2021 Q4	$4K	Buy	+102	New	+$4K	﹤0.01%	581