Foresight Wealth Management’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

Foresight Wealth Management’s Portfolio DYFN Stock Details DYFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,727	Closed	-$183K	–	126
2022 Q2	$183K	Sell	10,727 -484	-4%	-$8.47K	0.04%	99
2022 Q1	$208K	Sell	11,211 -19,646	-64%	-$378K	0.04%	97
2021 Q4	$636K	Buy	30,857 +4,711	+18%	+$96K	0.01%	69
2021 Q3	$535K	Buy	26,146 +7,412	+40%	+$152K	0.11%	67
2021 Q2	$379K	Buy	+18,734	New	+$370K	0.08%	90

Other funds holding DYFN

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Foresight Wealth Management's DYFN Position: Q3 2022 in Review

Foresight Wealth Management sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q3 2022, closing a stake of 10,727 shares — an estimated $183K sold.

Foresight Wealth Management first reported a position in DYFN in Q2 2021 and held it in 5 quarters. The position peaked at $636K in Q4 2021. 1 fund tracked by Wall St. Rank holds DYFN as of Q3 2022.

Foresight Wealth Management reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q3 2022 after selling out during the quarter.
Foresight Wealth Management sold 10,727 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q3 2022, an estimated $183K.
Foresight Wealth Management first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q2 2021 and held it in 5 quarters.
Foresight Wealth Management's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $636K in Q4 2021.
1 fund tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q3 2022.

Based on Foresight Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.