Concurrent Investment Advisors’s Angel Oak Income ETF CARY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
15,188
-323
| -2% | -$6.72K | 0.01% | 1039 |
|
|
2025
Q1 | $322K | Buy |
15,511
+256
| +2% | +$5.31K | 0.01% | 888 |
|
|
2024
Q4 | $314K | Sell |
15,255
-61
| -0.4% | -$1.26K | 0.01% | 801 |
|
|
2024
Q3 | $325K | Buy |
15,316
+262
| +2% | +$5.55K | 0.01% | 748 |
|
|
2024
Q2 | $310K | Buy |
15,054
+51
| +0.3% | +$1.05K | 0.01% | 717 |
|
|
2024
Q1 | $308K | Sell |
15,003
-4,758
| -24% | -$97.7K | 0.01% | 661 |
|
|
2023
Q4 | $404K | Buy |
+19,761
| New | +$404K | 0.02% | 545 |
|