FWM
FSA Wealth Management’s VanEck CLO ETF CLOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5K | Hold |
1,200
| – | – | 0.02% | 131 |
|
|
2025
Q1 | $63.4K | Buy |
1,200
+200
| +20% | +$10.6K | 0.03% | 128 |
|
|
2024
Q4 | $52.8K | Hold |
1,000
| – | – | 0.02% | 146 |
|
|
2024
Q3 | $53K | Buy |
+1,000
| New | +$53K | 0.02% | 157 |
|
|
2024
Q1 | $37K | Hold |
700
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $36K | Buy |
+700
| New | +$36K | 0.02% | 171 |
|