SIA
Schechter Investment Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $43.1M | Buy |
1,623,358
+281,081
| +21% | +$7.47M | 3.55% | 1 |
|
|
2024
Q4 | $36.2M | Buy |
1,342,277
+301,278
| +29% | +$8.12M | 2.77% | 2 |
|
|
2024
Q3 | $28M | Buy |
1,040,999
+224,051
| +27% | +$6.02M | 2.06% | 11 |
|
|
2024
Q2 | $22M | Buy |
816,948
+229,947
| +39% | +$6.19M | 1.66% | 12 |
|
|
2024
Q1 | $15.7M | Buy |
587,001
+266,477
| +83% | +$7.14M | 1.18% | 18 |
|
|
2023
Q4 | $8.46M | Buy |
+320,524
| New | +$8.46M | 0.73% | 28 |
|