Beam Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-23,329
| Closed | -$771K | – | 90 |
|
|
2021
Q3 | $771K | Buy |
23,329
+1,520
| +7% | +$50.2K | 0.66% | 49 |
|
|
2021
Q2 | $718K | Hold |
21,809
| – | – | 0.62% | 52 |
|
|
2021
Q1 | $696K | Sell |
21,809
-1,121
| -5% | -$35.8K | 0.62% | 59 |
|
|
2020
Q4 | $736K | Buy |
22,930
+3,650
| +19% | +$117K | 0.69% | 50 |
|
|
2020
Q3 | $573K | Hold |
19,280
| – | – | 0.54% | 55 |
|
|
2020
Q2 | $560K | Sell |
19,280
-535
| -3% | -$15.5K | 0.56% | 54 |
|
|
2020
Q1 | $501K | Hold |
19,815
| – | – | 0.5% | 65 |
|
|
2019
Q4 | $591K | Buy |
+19,815
| New | +$591K | 0.55% | 53 |
|