Foresight Wealth Management, LLC
- SEC CIK
- 0001729735
- Latest filing
- Feb 13, 2023
DYFN holding history
Angel Oak Dynamic Financial Strategies Income Term Trust in every 13F filed by Foresight Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DYFN overviewAll 13F holders of DYFNFull Q4 2022 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −10,727−100.0% | Sold out | Holders |
| Q2 2022 | 10,727 | $183.0K | 0.1% | −484−4.3% | Reduced | Holders |
| Q1 2022 | 11,211 | $208.0K | 0.1% | −19,646−63.7% | Reduced | Holders |
| Q4 2021 | 30,857 | $636.0K | 0.2% | +4,711+18.0% | Added | Holders |
| Q3 2021 | 26,146 | $535.0K | 0.2% | +7,412+39.6% | Added | Holders |
| Q2 2021 | 18,734 | $379.0K | 0.2% | +18,734 | New | Holders |