Foresight Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,115
| Closed | -$323K | – | 35 |
|
|
2022
Q3 | $323K | Buy |
24,115
+13,133
| +120% | +$176K | 0.07% | 77 |
|
|
2022
Q2 | $160K | Sell |
10,982
-614
| -5% | -$8.95K | 0.03% | 101 |
|
|
2022
Q1 | $183K | Sell |
11,596
-20,688
| -64% | -$326K | 0.03% | 98 |
|
|
2021
Q4 | $551K | Buy |
32,284
+5,581
| +21% | +$95.3K | 0.01% | 69 |
|
|
2021
Q3 | $454K | Buy |
+26,703
| New | +$454K | 0.09% | 76 |
|