Foundations Investment Advisors’s Main Sector Rotation ETF SECT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
10,961
-2,768
| -20% | -$161K | 0.01% | 533 |
|
|
2025
Q1 | $701K | Sell |
13,729
-3,102
| -18% | -$158K | 0.01% | 488 |
|
|
2024
Q4 | $925K | Buy |
16,831
+7,514
| +81% | +$413K | 0.02% | 418 |
|
|
2024
Q3 | $501K | Hold |
9,317
| – | – | 0.01% | 518 |
|
|
2024
Q2 | $476K | Buy |
9,317
+1,018
| +12% | +$52K | 0.01% | 506 |
|
|
2024
Q1 | $418K | Sell |
8,299
-5,071
| -38% | -$255K | 0.01% | 511 |
|
|
2023
Q4 | $630K | Buy |
13,370
+5,222
| +64% | +$246K | 0.02% | 389 |
|
|
2023
Q3 | $343K | Buy |
8,148
+247
| +3% | +$10.4K | 0.01% | 483 |
|
|
2023
Q2 | $340K | Buy |
7,901
+2,656
| +51% | +$114K | 0.01% | 445 |
|
|
2023
Q1 | $213K | Buy |
+5,245
| New | +$213K | 0.01% | 469 |
|