HWM
Hohimer Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29,594
| Closed | -$707K | – | 184 |
|
|
2022
Q3 | $707K | Sell |
29,594
-4,715
| -14% | -$113K | 0.23% | 117 |
|
|
2022
Q2 | $845K | Sell |
34,309
-8,651
| -20% | -$213K | 0.25% | 116 |
|
|
2022
Q1 | $1.19M | Buy |
42,960
+18,426
| +75% | +$512K | 0.24% | 117 |
|
|
2021
Q4 | $735K | Buy |
+24,534
| New | +$735K | 0.15% | 133 |
|