HGWM
Harvest Group Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.66M | Sell |
166,314
-13,478
| -7% | -$378K | 2.9% | 14 |
|
|
2022
Q4 | $4.86M | Sell |
179,792
-358
| -0.2% | -$9.67K | 3.19% | 12 |
|
|
2022
Q3 | $4.73M | Buy |
180,150
+166
| +0.1% | +$4.36K | 3.15% | 12 |
|
|
2022
Q2 | $5.09M | Sell |
179,984
-17,722
| -9% | -$501K | 3.13% | 12 |
|
|
2022
Q1 | $6.01M | Sell |
197,706
-66,835
| -25% | -$2.03M | 3.42% | 12 |
|
|
2021
Q4 | $8.72M | Sell |
264,541
-29,095
| -10% | -$959K | 4.89% | 6 |
|
|
2021
Q3 | $9.71M | Buy |
293,636
+46,007
| +19% | +$1.52M | 5.7% | 4 |
|
|
2021
Q2 | $8.15M | Buy |
247,629
+4,151
| +2% | +$137K | 4.85% | 6 |
|
|
2021
Q1 | $7.83M | Buy |
243,478
+2,730
| +1% | +$87.8K | 4.91% | 5 |
|
|
2020
Q4 | $7.73M | Buy |
240,748
+30,638
| +15% | +$983K | 4.61% | 7 |
|
|
2020
Q3 | $6.25M | Buy |
210,110
+60,787
| +41% | +$1.81M | 4.33% | 10 |
|
|
2020
Q2 | $4.29M | Buy |
149,323
+29,147
| +24% | +$836K | 3.58% | 15 |
|
|
2020
Q1 | $3.04M | Sell |
120,176
-55,367
| -32% | -$1.4M | 3.06% | 14 |
|
|
2019
Q4 | $5.24M | Buy |
+175,543
| New | +$5.24M | 4.57% | 12 |
|