Founders Capital Management (Texas)’s SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-521
| Closed | -$16.4K | – | 368 |
|
2023
Q4 | $16.4K | Hold |
521
| – | – | 0.01% | 252 |
|
2023
Q3 | $16.1K | Sell |
521
-2,623
| -83% | -$81K | 0.01% | 246 |
|
2023
Q2 | $105K | Sell |
3,144
-1,204
| -28% | -$40.3K | 0.08% | 89 |
|
2023
Q1 | $138K | Sell |
4,348
-35
| -0.8% | -$1.11K | 0.11% | 70 |
|
2022
Q4 | $129K | Sell |
4,383
-6,375
| -59% | -$188K | 0.1% | 77 |
|
2022
Q3 | $339K | Sell |
10,758
-202
| -2% | -$6.37K | 0.28% | 44 |
|
2022
Q2 | $377K | Sell |
10,960
-1,799
| -14% | -$61.9K | 0.3% | 43 |
|
2022
Q1 | $705K | Hold |
12,759
| – | – | 0.45% | 39 |
|
2021
Q4 | $705K | Sell |
12,759
-9,367
| -42% | -$518K | 0.45% | 39 |
|
2021
Q3 | $1.21M | Buy |
22,126
+1,086
| +5% | +$59.5K | 0.83% | 31 |
|
2021
Q2 | $1.31M | Buy |
21,040
+840
| +4% | +$52.1K | 0.85% | 32 |
|
2021
Q1 | $1.23M | Buy |
+20,200
| New | +$1.23M | 0.88% | 31 |
|