Northwestern Mutual Wealth Management’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,516
| Closed | -$69.8K | – | 3968 |
|
|
2024
Q4 | $69.8K | Buy |
+10,516
| New | +$69.8K | ﹤0.01% | 2052 |
|
|
2023
Q1 | – | Sell |
-700
| Closed | -$4.42K | – | 3616 |
|
|
2022
Q4 | $4.42K | Hold |
700
| – | – | ﹤0.01% | 2755 |
|
|
2022
Q3 | $4K | Hold |
700
| – | – | ﹤0.01% | 2761 |
|
|
2022
Q2 | $5K | Hold |
700
| – | – | ﹤0.01% | 2732 |
|
|
2022
Q1 | $6K | Buy |
+700
| New | +$6K | ﹤0.01% | 2707 |
|