Steward Partners Investment Advisory’s Angel Oak Income ETF CARY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,453
| Closed | -$30.2K | – | 4142 |
|
|
2025
Q1 | $30.2K | Hold |
1,453
| – | – | ﹤0.01% | 2627 |
|
|
2024
Q4 | $29.9K | Sell |
1,453
-3,638
| -71% | -$74.9K | ﹤0.01% | 2590 |
|
|
2024
Q3 | $108K | Buy |
5,091
+3,638
| +250% | +$77.1K | ﹤0.01% | 1836 |
|
|
2024
Q2 | $29.9K | Hold |
1,453
| – | – | ﹤0.01% | 2348 |
|
|
2024
Q1 | $29.8K | Buy |
+1,453
| New | +$29.8K | ﹤0.01% | 2346 |
|