Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,861
| Closed | -$76.9K | – | 197 |
|
|
2024
Q1 | $76.9K | Sell |
2,861
-3,055
| -52% | -$82.1K | 0.01% | 108 |
|
|
2023
Q4 | $146K | Sell |
5,916
-252
| -4% | -$6.2K | 0.02% | 72 |
|
|
2023
Q3 | $153K | Buy |
6,168
+89
| +1% | +$2.21K | 0.02% | 73 |
|
|
2023
Q2 | $154K | Buy |
6,079
+60
| +1% | +$1.52K | 0.02% | 71 |
|
|
2023
Q1 | $152K | Buy |
6,019
+103
| +2% | +$2.6K | 0.02% | 71 |
|
|
2022
Q4 | $146K | Sell |
5,916
-76
| -1% | -$1.87K | 0.02% | 72 |
|
|
2022
Q3 | $143K | Buy |
5,992
+95
| +2% | +$2.27K | 0.02% | 73 |
|
|
2022
Q2 | $145K | Buy |
+5,897
| New | +$145K | 0.02% | 70 |
|