Foundations Investment Advisors’s Cabana Target Drawdown 16 ETF TDSE 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 | $28.3M | Sell |
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|
2023
Q2 | $44.4M | Sell |
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|
2023
Q1 | $70.5M | Sell |
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|
2022
Q4 | $78.1M | Sell |
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|
2022
Q3 | $135M | Buy |
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|
2022
Q2 | $120M | Sell |
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|
2022
Q1 | $150M | Buy |
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|
2021
Q4 | $152M | Buy |
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|
2021
Q3 | $107M | Sell |
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|
2021
Q2 | $111M | Buy |
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|
2021
Q1 | $73.2M | Buy |
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|
2020
Q4 | $63.8M | Buy |
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