Vista Investment Partners’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 | $207K | Hold |
9,949
| – | – | 0.06% | 149 |
|
|
2025
Q1 | $207K | Buy |
+9,949
| New | +$207K | 0.06% | 149 |
|
|
2024
Q4 | – | Sell |
-9,709
| Closed | -$206K | – | 155 |
|
|
2024
Q3 | $206K | Hold |
9,709
| – | – | 0.07% | 145 |
|
|
2024
Q2 | $200K | Sell |
9,709
-1,260
| -11% | -$26K | 0.07% | 148 |
|
|
2024
Q1 | $225K | Buy |
+10,969
| New | +$225K | 0.08% | 131 |
|