WIM
CCIF

WealthPlan Investment Management’s Carlyle Credit Income Fund CCIF Stock Holding History

WealthPlan Investment Management’s Portfolio CCIF Stock Details CCIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,398
Closed -$135K – 459
2022
Q4 		$135K Hold
13,398
– – 0.01% 379
2022
Q3 		$122K Buy
+13,398
New +$122K 0.01% 360
2022
Q1 		$127K Buy
+13,398
New +$127K 0.01% 374