PHWM
Pine Harbor Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
7,929
-168
| -2% | -$8.53K | 0.14% | 62 |
|
|
2025
Q1 | $411K | Hold |
8,097
| – | – | 0.16% | 57 |
|
|
2024
Q4 | $411K | Buy |
8,097
+3,894
| +93% | +$197K | 0.17% | 58 |
|
|
2024
Q3 | $214K | Sell |
4,203
-335
| -7% | -$17K | 0.11% | 98 |
|
|
2024
Q2 | $231K | Buy |
+4,538
| New | +$231K | 0.14% | 85 |
|