CWP
Core Wealth Partners’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 | $2.51M | Sell |
49,498
-16,891
| -25% | -$857K | 1.27% | 19 |
|
2025
Q1 | $3.37M | Buy |
66,389
+39,161
| +144% | +$1.99M | 1.96% | 8 |
|
2024
Q4 | $1.38M | Buy |
27,228
+4,480
| +20% | +$227K | 0.79% | 30 |
|
2024
Q3 | $1.16M | Buy |
+22,748
| New | +$1.16M | 0.7% | 35 |
|