Plante Moran Financial Advisors’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.1K | Hold |
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|
2025
Q2 | $48.1K | Hold |
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2025
Q1 | $50.3K | Hold |
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|
2024
Q4 | $56.5K | Hold |
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|
2024
Q3 | $58K | Hold |
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|
2024
Q2 | $60K | Sell |
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|
2024
Q1 | $110K | Buy |
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|
2023
Q4 | $60.7K | Hold |
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|
2023
Q3 | $59.1K | Hold |
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|
2023
Q2 | $56.8K | Buy |
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|
2023
Q1 | $54.1K | Buy |
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|
2022
Q4 | $51.5K | Buy |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $53K | Buy |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q2 | $66K | Buy |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $26K | Buy |
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