HWM
FINS
Howard Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,155
| Closed | -$176K | – | 114 |
|
|
2022
Q3 | $176K | Buy |
13,155
+900
| +7% | +$12K | 0.12% | 112 |
|
|
2022
Q2 | $178K | Sell |
12,255
-1,380
| -10% | -$20K | 0.19% | 60 |
|
|
2022
Q1 | $215K | Buy |
13,635
+105
| +0.8% | +$1.66K | 0.12% | 125 |
|
|
2021
Q4 | $230K | Sell |
13,530
-1,150
| -8% | -$19.5K | 0.12% | 120 |
|
|
2021
Q3 | $249K | Sell |
14,680
-2,500
| -15% | -$42.4K | 0.14% | 109 |
|
|
2021
Q2 | $308K | Buy |
17,180
+1,100
| +7% | +$19.7K | 0.17% | 102 |
|
|
2021
Q1 | $280K | Buy |
16,080
+1,130
| +8% | +$19.7K | 0.16% | 103 |
|
|
2020
Q4 | $251K | Sell |
14,950
-1,095
| -7% | -$18.4K | 0.16% | 110 |
|
|
2020
Q3 | $270K | Buy |
16,045
+410
| +3% | +$6.9K | 0.19% | 100 |
|
|
2020
Q2 | $264K | Sell |
15,635
-100
| -0.6% | -$1.69K | 0.22% | 94 |
|
|
2020
Q1 | $269K | Buy |
15,735
+7,735
| +97% | +$132K | 0.28% | 83 |
|
|
2019
Q4 | $165K | Buy |
+8,000
| New | +$165K | 0.14% | 105 |
|