Foundations Investment Advisors’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$26.9M Sell
2023
Q2
$40.9M Sell
2023
Q1
$152M Sell
2022
Q4
$174M Buy
2022
Q3
$45.5M Sell
2022
Q2
$88.8M Sell
2022
Q1
$248M Sell
2021
Q4
$405M Buy
2021
Q3
$142M Buy