Valeo Financial Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Hold |
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|
2025
Q4 | $1.28M | Hold |
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|
2025
Q3 | $1.28M | Hold |
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|
2025
Q2 | $1.28M | Hold |
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|
2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $528K | Hold |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $506K | Buy |
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