Foundations Investment Advisors’s Cabana Target Leading Sector Conservative ETF CLSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $18.9M | Sell |
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|
2023
Q2 | $25.5M | Buy |
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|
2023
Q1 | $7.4M | Sell |
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|
2022
Q4 | $38M | Sell |
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|
2022
Q3 | $235M | Sell |
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|
2022
Q2 | $262M | Buy |
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|
2022
Q1 | $212M | Buy |
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|
2021
Q4 | $54.1M | Sell |
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|
2021
Q3 | $149M | Buy |
|