Benjamin Edwards Inc’s Angel Oak Income ETF CARY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,789
| Closed | -$305K | – | 1087 |
|
|
2024
Q4 | $305K | Buy |
14,789
+1,178
| +9% | +$24.3K | ﹤0.01% | 966 |
|
|
2024
Q3 | $289K | Buy |
13,611
+104
| +0.8% | +$2.21K | ﹤0.01% | 961 |
|
|
2024
Q2 | $278K | Buy |
13,507
+348
| +3% | +$7.16K | 0.05% | 304 |
|
|
2024
Q1 | $270K | Buy |
+13,159
| New | +$270K | 0.05% | 296 |
|