Foresight Wealth Management’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,727
| Closed | -$183K | – | 121 |
|
|
2022
Q2 | $183K | Sell |
10,727
-484
| -4% | -$8.26K | 0.04% | 96 |
|
|
2022
Q1 | $208K | Sell |
11,211
-19,646
| -64% | -$364K | 0.04% | 94 |
|
|
2021
Q4 | $636K | Buy |
30,857
+4,711
| +18% | +$97.1K | 0.01% | 62 |
|
|
2021
Q3 | $535K | Buy |
26,146
+7,412
| +40% | +$152K | 0.11% | 65 |
|
|
2021
Q2 | $379K | Buy |
+18,734
| New | +$379K | 0.08% | 88 |
|