WWA
WCG Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,354
| Closed | -$1.29M | – | 297 |
|
|
2024
Q3 | $1.29M | Buy |
24,354
+2,128
| +10% | +$113K | 0.09% | 197 |
|
|
2024
Q2 | $1.18M | Sell |
22,226
-129
| -0.6% | -$6.83K | 0.09% | 183 |
|
|
2024
Q1 | $1.18M | Buy |
22,355
+7,843
| +54% | +$414K | 0.1% | 172 |
|
|
2023
Q4 | $756K | Buy |
+14,512
| New | +$756K | 0.06% | 218 |
|