EWA
XFLT

EverSource Wealth Advisors’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

EverSource Wealth Advisors’s Portfolio XFLT Stock Details XFLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$59.3K Hold
10,500
– – ﹤0.01% 1501
2025
Q1 		$62.1K Buy
10,500
+1,000
+11% +$5.91K ﹤0.01% 1133
2024
Q4 		$63.1K Hold
9,500
– – ﹤0.01% 1085
2024
Q3 		$64.8K Buy
9,500
+1,000
+12% +$6.82K ﹤0.01% 958
2024
Q2 		$60K Buy
+8,500
New +$60K ﹤0.01% 1005