Samalin Investment Counsel’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$480K Buy
2025
Q4
$431K Sell
2025
Q3
$581K Buy
2025
Q2
$599K Buy
2025
Q1
$571K Buy
2024
Q4
$587K Buy
2024
Q3
$546K Buy
2024
Q2
$507K Buy
2024
Q1
$482K Buy
2023
Q4
$441K Buy
2023
Q3
$276K Buy
2023
Q2
$219K Buy
2023
Q1
$112K Buy