Naviter Wealth’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $57.2K | Hold |
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|
2025
Q1 | $60.4K | Sell |
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|
2024
Q4 | $139K | Sell |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $180K | Buy |
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|
2024
Q1 | $148K | Hold |
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|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $145K | Hold |
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|
2023
Q2 | $139K | Hold |
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|
2023
Q1 | $134K | Buy |
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|
2022
Q4 | $98.3K | Buy |
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