MWM
CCIF
Melfa Wealth Management’s Carlyle Credit Income Fund CCIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Hold |
22,724
| – | – | 0.09% | 185 |
|
|
2025
Q1 | $154K | Hold |
22,724
| – | – | 0.1% | 180 |
|
|
2024
Q4 | $180K | Hold |
22,724
| – | – | 0.12% | 171 |
|
|
2024
Q3 | $187K | Hold |
22,724
| – | – | 0.12% | 171 |
|
|
2024
Q2 | $186K | Hold |
22,724
| – | – | 0.13% | 164 |
|
|
2024
Q1 | $179K | Buy |
22,724
+140
| +0.6% | +$1.1K | 0.13% | 163 |
|
|
2023
Q4 | $180K | Buy |
22,584
+397
| +2% | +$3.16K | 0.17% | 116 |
|
|
2023
Q3 | $181K | Buy |
22,187
+1,333
| +6% | +$10.9K | 0.2% | 108 |
|
|
2023
Q2 | $207K | Buy |
20,854
+177
| +0.9% | +$1.76K | 0.21% | 105 |
|
|
2023
Q1 | $203K | Buy |
20,677
+178
| +0.9% | +$1.75K | 0.2% | 108 |
|
|
2022
Q4 | $179K | Buy |
+20,499
| New | +$179K | 0.19% | 109 |
|