LNWWM
XFLT

Laird Norton Wetherby Wealth Management’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio XFLT Stock Details XFLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,000
Closed -$63.2K – 931
2022
Q4 		$63.2K Buy
+10,000
New +$63.2K ﹤0.01% 873