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Foresight Wealth Management, LLC

SEC CIK
0001729735
Latest filing
Feb 13, 2023

FINS holding history

Angel Oak 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.

FINS overviewAll 13F holders of FINSFull Q4 2022 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of FINS by Foresight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−24,115−100.0%Sold outHolders
Q3 202224,115$323.0K0.1%+13,133+119.6%AddedHolders
Q2 202210,982$160.0K0.1%−614−5.3%ReducedHolders
Q1 202211,596$183.0K0.1%−20,688−64.1%ReducedHolders
Q4 202132,284$551.0K0.2%+5,581+20.9%AddedHolders
Q3 202126,703$454.0K0.2%+26,703NewHolders