Congress Wealth Management’s Angel Oak Income ETF CARY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
|
|||||
|
2025
Q1 | $16.1M | Buy |
|
|||||
|
2024
Q4 | $15.9M | Buy |
|
|||||
|
2024
Q3 | $16.1M | Buy |
|
|||||
|
2024
Q2 | $15.6M | Buy |
|
|||||
|
2024
Q1 | $15.5M | Buy |
|
|||||
|
2023
Q4 | $14.9M | Buy |
|
|||||
|
2023
Q3 | $4.35M | Buy |
|
|||||
|
2023
Q2 | $4.09M | Buy |
|
|||||
|
2023
Q1 | $2.88M | Sell |
|
|||||
|
2022
Q4 | $2.87M | Buy |
|