TPWM
FINS
Twelve Points Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
86,226
-308
| -0.4% | -$4K | 0.3% | 85 |
|
|
2025
Q1 | $1.17M | Sell |
86,534
-867
| -1% | -$11.7K | 0.32% | 71 |
|
|
2024
Q4 | $1.11M | Sell |
87,401
-9,345
| -10% | -$119K | 0.32% | 73 |
|
|
2024
Q3 | $1.28M | Sell |
96,746
-45
| -0% | -$595 | 0.4% | 59 |
|
|
2024
Q2 | $1.2M | Hold |
96,791
| – | – | 0.42% | 59 |
|
|
2024
Q1 | $1.21M | Sell |
96,791
-2,094
| -2% | -$26.2K | 0.44% | 57 |
|
|
2023
Q4 | $1.18M | Sell |
98,885
-9,344
| -9% | -$111K | 0.56% | 54 |
|
|
2023
Q3 | $1.3M | Sell |
108,229
-869
| -0.8% | -$10.5K | 0.65% | 45 |
|
|
2023
Q2 | $1.29M | Sell |
109,098
-488
| -0.4% | -$5.76K | 0.69% | 44 |
|
|
2023
Q1 | $1.35M | Sell |
109,586
-1,680
| -2% | -$20.7K | 0.78% | 36 |
|
|
2022
Q4 | $1.43M | Sell |
111,266
-722
| -0.6% | -$9.25K | 0.97% | 23 |
|
|
2022
Q3 | $1.5M | Sell |
111,988
-1,614
| -1% | -$21.6K | 1.17% | 17 |
|
|
2022
Q2 | $1.66M | Sell |
113,602
-609
| -0.5% | -$8.88K | 1.28% | 12 |
|
|
2022
Q1 | $1.8M | Sell |
114,211
-14,678
| -11% | -$232K | 1.35% | 10 |
|
|
2021
Q4 | $2.2M | Buy |
+128,889
| New | +$2.2M | 1.78% | 6 |
|