Capstone Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,500
| Closed | -$18.4K | – | 158 |
|
|
2024
Q1 | $18.4K | Hold |
2,500
| – | – | ﹤0.01% | 148 |
|
|
2023
Q4 | $27.5K | Hold |
2,500
| – | – | ﹤0.01% | 149 |
|
|
2023
Q3 | $32K | Hold |
2,500
| – | – | ﹤0.01% | 138 |
|
|
2023
Q2 | $47.8K | Hold |
2,500
| – | – | ﹤0.01% | 134 |
|
|
2023
Q1 | $31K | Hold |
2,500
| – | – | ﹤0.01% | 133 |
|
|
2022
Q4 | $31.8K | Hold |
2,500
| – | – | ﹤0.01% | 130 |
|
|
2022
Q3 | $37K | Hold |
2,500
| – | – | ﹤0.01% | 123 |
|
|
2022
Q2 | $39K | Buy |
2,500
+1,000
| +67% | +$15.6K | ﹤0.01% | 128 |
|
|
2022
Q1 | $46K | Buy |
1,500
+500
| +50% | +$15.3K | ﹤0.01% | 132 |
|
|
2021
Q4 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 133 |
|
|
2021
Q3 | $50K | Buy |
+1,000
| New | +$50K | ﹤0.01% | 134 |
|