WCFA
XFLT

Walkner Condon Financial Advisors’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Walkner Condon Financial Advisors’s Portfolio XFLT Stock Details XFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$195K Buy
34,471
+1,338
+4% +$7.56K 0.04% 274
2025
Q1 		$196K Buy
33,133
+773
+2% +$4.57K 0.04% 263
2024
Q4 		$215K Buy
+32,360
New +$215K 0.04% 259