Clear Creek Financial Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,318
| Closed | -$549K | – | 314 |
|
|
2022
Q4 | $549K | Sell |
22,318
-526
| -2% | -$12.9K | 0.12% | 143 |
|
|
2022
Q3 | $546K | Buy |
22,844
+411
| +2% | +$9.82K | 0.12% | 137 |
|
|
2022
Q2 | $552K | Sell |
22,433
-20,537
| -48% | -$505K | 0.12% | 145 |
|
|
2022
Q1 | $1.19M | Sell |
42,970
-16,960
| -28% | -$471K | 0.19% | 109 |
|
|
2021
Q4 | $1.8M | Buy |
+59,930
| New | +$1.8M | 0.27% | 85 |
|