Foundations Investment Advisors’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7.22M | Sell |
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|
2023
Q2 | $9.82M | Sell |
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|
2023
Q1 | $13.1M | Buy |
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|
2022
Q4 | $12.7M | Sell |
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|
2022
Q3 | $14.5M | Sell |
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|
2022
Q2 | $23.5M | Sell |
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|
2022
Q1 | $27.2M | Buy |
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|
2021
Q4 | $20.3M | Buy |
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|
2021
Q3 | $19.1M | Buy |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $10.5M | Sell |
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|
2020
Q4 | $11.1M | Buy |
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