Foundations Investment Advisors’s Mohr Growth ETF MOHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,874
| Closed | -$393K | – | 810 |
|
|
2024
Q1 | $393K | Sell |
17,874
-6,950
| -28% | -$153K | 0.01% | 517 |
|
|
2023
Q4 | $513K | Buy |
24,824
+594
| +2% | +$12.3K | 0.01% | 435 |
|
|
2023
Q3 | $445K | Sell |
24,230
-75,881
| -76% | -$1.39M | 0.01% | 416 |
|
|
2023
Q2 | $1.98M | Buy |
100,111
+46,812
| +88% | +$927K | 0.07% | 193 |
|
|
2023
Q1 | $1.04M | Buy |
53,299
+20,212
| +61% | +$393K | 0.04% | 234 |
|
|
2022
Q4 | $649K | Sell |
33,087
-374,938
| -92% | -$7.35M | 0.03% | 244 |
|
|
2022
Q3 | $7.99M | Buy |
+408,025
| New | +$7.99M | 0.35% | 40 |
|