Foundations Investment Advisors, LLC Global X Fds U S Pfd ETF (De) Transaction History

Foundations Investment Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	BUY	$18.95 - $21.88 $117,717 - $135,918	6,212 Added 6.88%	96,535 $1.92 Million
Q4 2022 Jan 11, 2023	BUY	$19.02 - $20.86 $437,954 - $480,322	23,026 Added 34.22%	90,323 $0
Q3 2022 Oct 19, 2022	BUY	$20.35 - $22.89 $411,904 - $463,316	20,241 Added 43.01%	67,297 $1.38 Million
Q2 2022 Jul 08, 2022	SELL	$20.54 - $23.36 $46,831 - $53,260	-2,280 Reduced 4.62%	47,056 $1 Million
Q1 2022 Apr 19, 2022	BUY	$22.56 - $25.61 $211,928 - $240,580	9,394 Added 23.52%	49,336 $1.1 Million
Q4 2021 Jan 21, 2022	SELL	$25.24 - $26.03 $676,835 - $698,020	-26,816 Reduced 40.17%	39,942 $1.02 Million
Q3 2021 Oct 13, 2021	BUY	$25.58 - $26.22 $1.51 Million - $1.55 Million	59,022 Added 762.95%	66,758 $1.69 Million
Q2 2021 Jul 14, 2021	SELL	$25.18 - $26.17 $8,536 - $8,871	-339 Reduced 4.2%	7,736 $202,000
Q1 2021 Apr 09, 2021	BUY	$24.82 - $25.74 $200,421 - $207,850	8,075 New	8,075 $207,000
Q3 2020 Oct 07, 2020	SELL	$23.57 - $25.05 $322,461 - $342,709	-13,681 Closed	0 $0
Q2 2020 Jul 08, 2020	BUY	$20.91 - $24.26 $286,069 - $331,901	13,681 New	13,681 $324,000

276

59.7M

20.5K

1.3K

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