IP
FINS
Ignite Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
11,620
+1,271
| +12% | +$16.5K | 0.03% | 350 |
|
|
2025
Q1 | $137K | Sell |
10,349
-679
| -6% | -$9.01K | 0.03% | 322 |
|
|
2024
Q4 | $142K | Sell |
11,028
-240
| -2% | -$3.1K | 0.03% | 298 |
|
|
2024
Q3 | $149K | Sell |
11,268
-1,158
| -9% | -$15.3K | 0.03% | 300 |
|
|
2024
Q2 | $155K | Buy |
12,426
+710
| +6% | +$8.86K | 0.04% | 283 |
|
|
2024
Q1 | $146K | Sell |
11,716
-9,448
| -45% | -$118K | 0.04% | 275 |
|
|
2023
Q4 | $252K | Sell |
21,164
-8,104
| -28% | -$96.4K | 0.07% | 238 |
|
|
2023
Q3 | $349K | Buy |
+29,268
| New | +$349K | 0.11% | 207 |
|