MGWM
XFLT

Marks Group Wealth Management’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Marks Group Wealth Management’s Portfolio XFLT Stock Details XFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-154,000
Closed -$1.37M – 333
2021
Q4 		$1.37M Buy
+154,000
New +$1.37M 0.17% 135