SIA
Schechter Investment Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.93M | Buy |
154,134
+1,923
| +1% | +$49.1K | 0.32% | 64 |
|
|
2024
Q4 | $3.88M | Sell |
152,211
-23,806
| -14% | -$606K | 0.3% | 71 |
|
|
2024
Q3 | $4.5M | Buy |
176,017
+26,391
| +18% | +$674K | 0.33% | 57 |
|
|
2024
Q2 | $3.82M | Buy |
149,626
+49,422
| +49% | +$1.26M | 0.29% | 61 |
|
|
2024
Q1 | $2.56M | Buy |
100,204
+81,204
| +427% | +$2.07M | 0.19% | 96 |
|
|
2023
Q4 | $481K | Buy |
+19,000
| New | +$481K | 0.04% | 359 |
|