Portfolio (Quarterly)
Guide ↗
4Thought Financial Group Inc.
· CIK 0001840261| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | EPOL | ISHARES TR | — | 175.0 | $7K | 0.00% | -3.0 | -1.7% | $38.58 | +13.5% |
| 42 | EIS | ISHARES INC | — | 33.0 | $4K | 0.00% | -1.0 | -2.9% | $121.79 | -0.4% |
| 43 | ECH | ISHARES INC | — | 53.0 | $2K | 0.00% | -1.0 | -1.9% | $39.74 | +1.6% |
| 44 | ENZL | ISHARES TR | — | 41.0 | $2K | 0.00% | -1.0 | -2.4% | $44.37 | +6.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
98.3%
Technology
1.2%
Consumer Defensive
0.5%