Marks Group Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-77,501
| Closed | -$993K | – | 281 |
|
|
2022
Q4 | $993K | Buy |
77,501
+4,399
| +6% | +$56.4K | 0.14% | 158 |
|
|
2022
Q3 | $980K | Hold |
73,102
| – | – | 0.15% | 153 |
|
|
2022
Q2 | $1.07M | Buy |
73,102
+1,102
| +2% | +$16.1K | 0.15% | 152 |
|
|
2022
Q1 | $1.14M | Hold |
72,000
| – | – | 0.14% | 154 |
|
|
2021
Q4 | $1.23M | Buy |
+72,000
| New | +$1.23M | 0.15% | 149 |
|