WealthPLAN Partners’s VanEck CLO ETF CLOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.79M | Sell |
166,043
-26,915
| -14% | -$1.43M | 1.41% | 16 |
|
|
2025
Q1 | $10.2M | Buy |
192,958
+27,456
| +17% | +$1.45M | 1.44% | 13 |
|
|
2024
Q4 | $8.73M | Buy |
165,502
+13,951
| +9% | +$736K | 1.24% | 17 |
|
|
2024
Q3 | $8.04M | Buy |
151,551
+3,810
| +3% | +$202K | 1.08% | 21 |
|
|
2024
Q2 | $7.82M | Buy |
147,741
+3,318
| +2% | +$176K | 0.84% | 28 |
|
|
2024
Q1 | $7.63M | Buy |
144,423
+7,288
| +5% | +$385K | 0.79% | 33 |
|
|
2023
Q4 | $7.15M | Buy |
137,135
+34,473
| +34% | +$1.8M | 0.73% | 41 |
|
|
2023
Q3 | $5.35M | Buy |
+102,662
| New | +$5.35M | 0.62% | 52 |
|