4WM
4J Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-39,045
| Closed | -$1.08M | – | 70 |
|
|
2022
Q1 | $1.08M | Sell |
39,045
-18,325
| -32% | -$509K | 0.95% | 24 |
|
|
2021
Q4 | $1.72M | Buy |
57,370
+38,273
| +200% | +$1.15M | 1.45% | 19 |
|
|
2021
Q3 | $575K | Sell |
19,097
-6
| -0% | -$181 | 0.5% | 41 |
|
|
2021
Q2 | $572K | Buy |
+19,103
| New | +$572K | 0.5% | 42 |
|