Foundations Investment Advisors, LLC Collaborative Invt Ser Tr Adap Transaction History

Foundations Investment Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$19.74 - $22.0 $100,831 - $112,376	-5,108 Reduced 27.27%	13,626 $299,000
Q4 2023 Feb 08, 2024	SELL	$17.78 - $20.74 $657 - $767	-37 Reduced 0.2%	18,734 $381,000
Q3 2023 Oct 05, 2023	SELL	$18.65 - $20.3 $882,890 - $961,002	-47,340 Reduced 71.61%	18,771 $352,000
Q2 2023 Jul 19, 2023	BUY	$19.42 - $19.92 $640,704 - $657,200	32,992 Added 99.62%	66,111 $1.32 Million
Q1 2023 Apr 25, 2023	BUY	$19.32 - $19.59 $246,098 - $249,537	12,738 Added 62.5%	33,119 $643,000

Q4 2022 Jan 11, 2023	SELL	$19.44 - $19.56 $8.07 Million - $8.12 Million	-415,290 Reduced 95.32%	20,381 $0
Q3 2022 Oct 19, 2022	BUY	$19.43 - $20.44 $8.47 Million - $8.91 Million	435,671 New	435,671 $8.47 Million

146K

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