Shaker Financial Services’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $157K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $186K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $119K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $448K | Sell |
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|
2018
Q4 | $866K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $107K | Sell |
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|
2017
Q4 | $509K | Buy |
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