Pathstone Family Office’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40,140
| Closed | -$538K | – | 1511 |
|
|
2022
Q3 | $538K | Buy |
40,140
+20,070
| +100% | +$269K | ﹤0.01% | 1047 |
|
|
2022
Q2 | $293K | Sell |
20,070
-2,288
| -10% | -$33.4K | 0.01% | 799 |
|
|
2022
Q1 | $353K | Hold |
22,358
| – | – | 0.01% | 682 |
|
|
2021
Q4 | $381K | Hold |
22,358
| – | – | 0.01% | 641 |
|
|
2021
Q3 | $381K | Hold |
22,358
| – | – | 0.01% | 602 |
|
|
2021
Q2 | $402K | Buy |
+22,358
| New | +$402K | 0.01% | 550 |
|