AW
FINS
Atlas Wealth’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-818,837
| Closed | -$10.1M | – | 103 |
|
|
2024
Q2 | $10.1M | Buy |
+818,837
| New | +$10.1M | 1.19% | 24 |
|
|
2023
Q4 | – | Sell |
-815,921
| Closed | -$9.82M | – | 97 |
|
|
2023
Q3 | $9.82M | Buy |
815,921
+54,396
| +7% | +$655K | 1.84% | 16 |
|
|
2023
Q2 | $9.02M | Buy |
761,525
+45,385
| +6% | +$538K | 1.66% | 19 |
|
|
2023
Q1 | $8.83M | Sell |
716,140
-2,503
| -0.3% | -$30.9K | 1.73% | 17 |
|
|
2022
Q4 | $9.21M | Buy |
+718,643
| New | +$9.21M | 2.48% | 13 |
|