Foundations Investment Advisors’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.2M | Sell |
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|
2025
Q1 | $81.4M | Sell |
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|
2024
Q4 | $87M | Sell |
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|
2024
Q3 | $101M | Sell |
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|
2024
Q2 | $116M | Sell |
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|
2024
Q1 | $134M | Sell |
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|
2023
Q4 | $152M | Buy |
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|
2023
Q3 | $81.5M | Sell |
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|
2023
Q2 | $106M | Buy |
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|
2023
Q1 | $29.2M | Buy |
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|
2022
Q4 | $21.5M | Sell |
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|
2022
Q3 | $24.9M | Sell |
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|
2022
Q2 | $43.4M | Sell |
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|
2022
Q1 | $52.5M | Buy |
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|
2021
Q4 | $59.9M | Sell |
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|
2021
Q3 | $202M | Buy |
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