EWS
Evergreen Wealth Solutions’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 | $4.17M | Sell |
82,101
-27,569
| -25% | -$1.4M | 2.51% | 6 |
|
|
2025
Q1 | $5.56M | Buy |
109,670
+51,987
| +90% | +$2.64M | 3.75% | 4 |
|
|
2024
Q4 | $2.93M | Buy |
57,683
+33,780
| +141% | +$1.71M | 2.04% | 6 |
|
|
2024
Q3 | $1.22M | Buy |
23,903
+13,668
| +134% | +$695K | 0.83% | 19 |
|
|
2024
Q2 | $521K | Buy |
+10,235
| New | +$521K | 0.37% | 60 |
|