Kestra Private Wealth Services’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $99.4K | Sell |
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|
2025
Q3 | $122K | Sell |
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|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $136K | Hold |
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|
2024
Q4 | $152K | Buy |
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|
2024
Q3 | $143K | Hold |
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|
2024
Q2 | $148K | Hold |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $138K | Buy |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $116K | Buy |
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|
2023
Q1 | $80K | Buy |
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