LWA
Lowe Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
10,411
+442
| +4% | +$23.4K | 0.22% | 36 |
|
|
2025
Q1 | $527K | Buy |
9,969
+5,137
| +106% | +$271K | 0.22% | 36 |
|
|
2024
Q4 | $255K | Buy |
4,832
+4,701
| +3,589% | +$248K | 0.11% | 44 |
|
|
2024
Q3 | $6.95K | Hold |
131
| – | – | ﹤0.01% | 242 |
|
|
2024
Q2 | $6.94K | Hold |
131
| – | – | ﹤0.01% | 239 |
|
|
2024
Q1 | $6.92K | Buy |
+131
| New | +$6.92K | ﹤0.01% | 231 |
|