Beacon Financial Advisory’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | $106K | Buy |
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|
2024
Q3 | $90.4K | Buy |
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|
2024
Q2 | $92.3K | Buy |
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|
2024
Q1 | $86K | Sell |
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|
2023
Q4 | $89.4K | Buy |
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|
2023
Q3 | $78.6K | Buy |
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|
2023
Q2 | $73.8K | Buy |
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|
2023
Q1 | $68.5K | Buy |
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|
2022
Q4 | $64K | Buy |
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