Fulcrum Equity Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,309
| Closed | -$212K | – | 132 |
|
|
2024
Q1 | $212K | Buy |
+7,309
| New | +$212K | 0.25% | 107 |
|
|
2023
Q2 | – | Sell |
-10,682
| Closed | -$299K | – | 88 |
|
|
2023
Q1 | $299K | Buy |
+10,682
| New | +$299K | 0.28% | 66 |
|
|
2022
Q2 | – | Sell |
-46,376
| Closed | -$1.41M | – | 74 |
|
|
2022
Q1 | $1.41M | Sell |
46,376
-54,568
| -54% | -$1.66M | 0.84% | 34 |
|
|
2021
Q4 | $3.33M | Sell |
100,944
-67,804
| -40% | -$2.24M | 1.24% | 28 |
|
|
2021
Q3 | $5.58M | Buy |
168,748
+96,931
| +135% | +$3.2M | 2.16% | 4 |
|
|
2021
Q2 | $2.36M | Sell |
71,817
-84,181
| -54% | -$2.77M | 0.88% | 36 |
|
|
2021
Q1 | $4.98M | Buy |
155,998
+44,573
| +40% | +$1.42M | 1.97% | 9 |
|
|
2020
Q4 | $3.58M | Buy |
111,425
+80,407
| +259% | +$2.58M | 1.43% | 16 |
|
|
2020
Q3 | $922K | Buy |
+31,018
| New | +$922K | 0.43% | 56 |
|
|
2020
Q1 | – | Sell |
-38,574
| Closed | -$1.15M | – | 51 |
|
|
2019
Q4 | $1.15M | Buy |
38,574
+30,344
| +369% | +$905K | 0.6% | 24 |
|
|
2019
Q3 | $241K | Buy |
+8,230
| New | +$241K | 0.12% | 80 |
|