HWA
HHM Wealth Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-127
| Closed | -$3.15K | – | 762 |
|
|
2023
Q3 | $3.15K | Hold |
127
| – | – | ﹤0.01% | 684 |
|
|
2023
Q2 | $3.22K | Sell |
127
-362
| -74% | -$9.18K | ﹤0.01% | 704 |
|
|
2023
Q1 | $12.4K | Buy |
+489
| New | +$12.4K | ﹤0.01% | 481 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | – | – | 708 |
|
|
2022
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 694 |
|
|
2022
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 795 |
|
|
2022
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 717 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 647 |
|
|
2021
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 607 |
|