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

Modera Wealth Management’s Portfolio XFLT Stock Details XFLT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$184K	Buy
2024 Q2	$175K	Buy
2024 Q1	$157K	Buy
2023 Q4	$143K	Buy
2023 Q3	$130K	Buy
2023 Q2	$120K	Buy
2023 Q1	$109K	Buy
2022 Q4	$84.1K	Buy
2022 Q3	$64K	Buy