Institute for Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,558
| Closed | -$318K | – | 427 |
|
|
2020
Q1 | $318K | Sell |
12,558
-753
| -6% | -$19.1K | 0.1% | 262 |
|
|
2019
Q4 | $397K | Sell |
13,311
-1,358
| -9% | -$40.5K | 0.09% | 294 |
|
|
2019
Q3 | $430K | Sell |
14,669
-4,393
| -23% | -$129K | 0.11% | 262 |
|
|
2019
Q2 | $559K | Sell |
19,062
-530
| -3% | -$15.5K | 0.12% | 238 |
|
|
2019
Q1 | $564K | Sell |
19,592
-4,782
| -20% | -$138K | 0.12% | 218 |
|
|
2018
Q4 | $650K | Sell |
24,374
-975
| -4% | -$26K | 0.27% | 117 |
|
|
2018
Q3 | $732K | Sell |
25,349
-1,812
| -7% | -$52.3K | 0.25% | 126 |
|
|
2018
Q2 | $777K | Sell |
27,161
-1,471
| -5% | -$42.1K | 0.25% | 128 |
|
|
2018
Q1 | $826K | Sell |
28,632
-31,208
| -52% | -$900K | 0.24% | 147 |
|
|
2017
Q4 | $1.8M | Buy |
+59,840
| New | +$1.8M | 0.41% | 64 |
|