Foundations Investment Advisors’s Foundations Dynamic Core ETF FDCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-56,209
| Closed | -$677K | – | 948 |
|
|
2025
Q1 | $677K | Buy |
56,209
+18,319
| +48% | +$221K | 0.01% | 496 |
|
|
2024
Q4 | $482K | Sell |
37,890
-255,992
| -87% | -$3.25M | 0.01% | 545 |
|
|
2024
Q3 | $3.7M | Sell |
293,882
-23,076
| -7% | -$291K | 0.08% | 206 |
|
|
2024
Q2 | $3.76M | Buy |
316,958
+38,103
| +14% | +$453K | 0.09% | 175 |
|
|
2024
Q1 | $3.29M | Buy |
278,855
+88,402
| +46% | +$1.04M | 0.09% | 182 |
|
|
2023
Q4 | $2.12M | Buy |
+190,453
| New | +$2.12M | 0.06% | 219 |
|