Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,570
| Closed | -$610K | – | 319 |
|
|
2022
Q4 | $610K | Sell |
22,570
-344
| -2% | -$9.3K | 0.06% | 161 |
|
|
2022
Q3 | $601K | Sell |
22,914
-9,169
| -29% | -$240K | 0.06% | 157 |
|
|
2022
Q2 | $867K | Sell |
32,083
-117,699
| -79% | -$3.18M | 0.08% | 134 |
|
|
2022
Q1 | $4.55M | Sell |
149,782
-1,489
| -1% | -$45.3K | 0.35% | 61 |
|
|
2021
Q4 | $4.99M | Buy |
151,271
+5,527
| +4% | +$182K | 0.36% | 55 |
|
|
2021
Q3 | $4.82M | Sell |
145,744
-1,822
| -1% | -$60.2K | 0.37% | 57 |
|
|
2021
Q2 | $4.86M | Buy |
147,566
+19,048
| +15% | +$627K | 0.37% | 55 |
|
|
2021
Q1 | $4.1M | Buy |
+128,518
| New | +$4.1M | 0.35% | 67 |
|