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Foundations Investment Advisors’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Foundations Investment Advisors’s Portfolio MSTB Stock Details MSTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-161,735
Closed -$4.78M – 732
2023
Q4 		$4.78M Sell
161,735
-6,883
-4% -$203K 0.13% 125
2023
Q3 		$4.41M Buy
+168,618
New +$4.41M 0.14% 122