Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,888
| Closed | -$133K | – | 746 |
|
|
2024
Q3 | $133K | Buy |
4,888
+1,028
| +27% | +$28K | 0.04% | 315 |
|
|
2024
Q2 | $101K | Sell |
3,860
-14,483
| -79% | -$379K | 0.03% | 349 |
|
|
2024
Q1 | $493K | Buy |
18,343
+18,331
| +152,758% | +$492K | 0.15% | 136 |
|
|
2023
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1192 |
|
|
2023
Q3 | $298 | Buy |
+12
| New | +$298 | ﹤0.01% | 1216 |
|