WAS
WESPAC Advisors SoCal’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
61,669
-65,235
| -51% | -$3.14M | 0.66% | 47 |
|
|
2025
Q1 | $6.18M | Buy |
126,904
+23,808
| +23% | +$1.16M | 1.61% | 25 |
|
|
2024
Q4 | $5.07M | Buy |
103,096
+28,435
| +38% | +$1.4M | 1.15% | 30 |
|
|
2024
Q3 | $3.65M | Buy |
+74,661
| New | +$3.65M | 0.85% | 34 |
|