Foundations Investment Advisors’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-51,919
Closed -$1.25M 765
2023
Q4
$1.25M Sell
51,919
-3,382
-6% -$81.1K 0.03% 277
2023
Q3
$1.31M Buy
+55,301
New +$1.31M 0.04% 262