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Seed Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,310
Closed -$440K 159
2024
Q2
$440K Hold
8,310
0.38% 67
2024
Q1
$437K Buy
8,310
+800
+11% +$42.1K 0.42% 62
2023
Q4
$392K Buy
+7,510
New +$392K 0.4% 69