Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,384
| Closed | -$153K | – | 1323 |
|
|
2024
Q2 | $153K | Hold |
12,384
| – | – | ﹤0.01% | 1210 |
|
|
2024
Q1 | $155K | Buy |
+12,384
| New | +$155K | ﹤0.01% | 1210 |
|
|
2023
Q1 | – | Sell |
-10,754
| Closed | -$138K | – | 1168 |
|
|
2022
Q4 | $138K | Sell |
10,754
-954
| -8% | -$12.2K | ﹤0.01% | 1079 |
|
|
2022
Q3 | $157K | Buy |
+11,708
| New | +$157K | 0.01% | 1011 |
|