Pekin Hardy Strauss’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-12,952
| Closed | -$160K | – | 318 |
|
2023
Q1 | $160K | Hold |
12,952
| – | – | 0.02% | 282 |
|
2022
Q4 | $166K | Sell |
12,952
-6,578
| -34% | -$84.3K | 0.02% | 283 |
|
2022
Q3 | $262K | Buy |
19,530
+700
| +4% | +$9.39K | 0.04% | 246 |
|
2022
Q2 | $275K | Sell |
18,830
-5,960
| -24% | -$87K | 0.04% | 247 |
|
2022
Q1 | $391K | Buy |
24,790
+3,000
| +14% | +$47.3K | 0.05% | 250 |
|
2021
Q4 | $372K | Buy |
+21,790
| New | +$372K | 0.05% | 245 |
|