Foundations Investment Advisors’s Mindful Conservative ETF MFUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,433
| Closed | -$522K | – | 780 |
|
|
2024
Q1 | $522K | Sell |
24,433
-16,559
| -40% | -$354K | 0.01% | 457 |
|
|
2023
Q4 | $860K | Sell |
40,992
-5,198
| -11% | -$109K | 0.02% | 335 |
|
|
2023
Q3 | $980K | Sell |
46,190
-59,658
| -56% | -$1.27M | 0.03% | 284 |
|
|
2023
Q2 | $2.3M | Buy |
105,848
+56,479
| +114% | +$1.23M | 0.08% | 179 |
|
|
2023
Q1 | $1.06M | Buy |
49,369
+27,607
| +127% | +$595K | 0.04% | 231 |
|
|
2022
Q4 | $468K | Sell |
21,762
-927,687
| -98% | -$19.9M | 0.02% | 287 |
|
|
2022
Q3 | $20.3M | Buy |
+949,449
| New | +$20.3M | 0.89% | 18 |
|