Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | 7,585 | reported | 12 Aug 2025 | tx 1+7,585 |
| NXG NextGen Infrastructure Income Fund | 1,395.162 | reported | 07 May 2026 | tx 4+1,356 |
| NXG Cushing Midstream Energy Fund | 1,251.08 | reported | 06 Feb 2026 | tx 4+1,240 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | PURCHASE | NXG NextGen Infrastructure Income Fund | 346 | 58.45 USD | |
| 06 Feb 2026 | PURCHASE | NXG NextGen Infrastructure Income Fund | 155 | 51.30 USD | |
| 06 Feb 2026 | PURCHASE | NXG Cushing Midstream Energy Fund | 240 | 41.63 USD | |
| 18 Dec 2025 | PURCHASE | NXG Cushing Midstream Energy Fund | 400 | 39.89 USD | |
| 20 Aug 2025 | PURCHASE | NXG NextGen Infrastructure Income Fund | 375 | 44.92 USD | |
| 12 Aug 2025 | PURCHASE | Angel Oak Financial Strategies Income Term Trust | 7,585 | 13.15 USD | |
| 21 Nov 2024 | PURCHASE | NXG Cushing Midstream Energy Fund | 150 | 41.80 USD | |
| 09 Sept 2024 | PURCHASE | NXG NextGen Infrastructure Income Fund | 480 | 40.04 USD | |
| 09 Sept 2024 | PURCHASE | NXG Cushing Midstream Energy Fund | 450 | 42.65 USD |