CRWM
Castle Rock Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $917K | Sell |
18,091
-43,792
| -71% | -$2.22M | 0.21% | 120 |
|
2025
Q1 | $3.13M | Buy |
61,883
+2,316
| +4% | +$117K | 0.84% | 26 |
|
2024
Q4 | $3.03M | Buy |
59,567
+12,661
| +27% | +$644K | 0.72% | 34 |
|
2024
Q3 | $2.38M | Sell |
46,906
-12,926
| -22% | -$655K | 0.57% | 42 |
|
2024
Q2 | $3.03M | Buy |
59,832
+4,216
| +8% | +$213K | 0.76% | 26 |
|
2024
Q1 | $2.81M | Buy |
+55,616
| New | +$2.81M | 0.77% | 26 |
|