Harvest Group Wealth 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
$115K Sell
4,548
-636
-12% -$16.1K 0.07% 55
2022
Q4
$128K Sell
5,184
-273
-5% -$6.72K 0.08% 57
2022
Q3
$130K Sell
5,457
-302
-5% -$7.19K 0.09% 57
2022
Q2
$148K Buy
+5,759
New +$148K 0.09% 56