LCWP
Legacy Capital Wealth Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
69,981
+355
| +0.5% | +$18K | 0.81% | 21 |
|
|
2025
Q1 | $3.53M | Buy |
69,626
+7,993
| +13% | +$405K | 0.87% | 17 |
|
|
2024
Q4 | $3.13M | Sell |
61,633
-58,276
| -49% | -$2.96M | 0.77% | 20 |
|
|
2024
Q3 | $6.1M | Buy |
119,909
+59,716
| +99% | +$3.04M | 1.22% | 17 |
|
|
2024
Q2 | $3.06M | Buy |
+60,193
| New | +$3.06M | 0.78% | 24 |
|
|
2024
Q1 | – | Sell |
-62,446
| Closed | -$3.14M | – | 228 |
|
|
2023
Q4 | $3.14M | Buy |
62,446
+40,206
| +181% | +$2.02M | 0.89% | 22 |
|
|
2023
Q3 | $1.12M | Buy |
+22,240
| New | +$1.12M | 0.31% | 68 |
|
|
2023
Q2 | – | Sell |
-24,540
| Closed | -$1.21M | – | 134 |
|
|
2023
Q1 | $1.21M | Buy |
+24,540
| New | +$1.21M | 0.33% | 60 |
|