PWM
XFLT

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

Perigon Wealth Management’s Portfolio XFLT Stock Details XFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,840
Closed -$64.1K – 1105
2025
Q1 		$64.1K Buy
+10,840
New +$64.1K ﹤0.01% 1007