Foundations Investment Advisors’s Ellsworth Growth & Income Fund ECF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $944K | Buy |
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|
2022
Q1 | $349K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $117K | Sell |
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|
2020
Q2 | $371K | Buy |
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