Atria Wealth Solutions’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,970
| Closed | -$65.8K | – | 1922 |
|
|
2025
Q1 | $65.8K | Sell |
10,970
-1,991
| -15% | -$11.9K | ﹤0.01% | 1808 |
|
|
2024
Q4 | $86.1K | Buy |
+12,961
| New | +$86.1K | ﹤0.01% | 1880 |
|
|
2022
Q4 | – | Sell |
-14,821
| Closed | -$89.1K | – | 1881 |
|
|
2022
Q3 | $89.1K | Buy |
+14,821
| New | +$89.1K | ﹤0.01% | 1645 |
|