Carson Wealth (CWM LLC)’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,100	Closed	-$13K	–	4271
2023 Q2	$13K	Buy	1,100 +875	+389%	+$10.3K	﹤0.01%	2912
2023 Q1	$3K	Buy	+225	New	+$3K	﹤0.01%	3492