KCS Wealth Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-19,675
| Closed | -$649K | – | 159 |
|
2021
Q4 | $649K | Buy |
19,675
+1,496
| +8% | +$49.3K | 0.26% | 101 |
|
2021
Q3 | $601K | Sell |
18,179
-1,144
| -6% | -$37.8K | 0.28% | 89 |
|
2021
Q2 | $636K | Buy |
19,323
+686
| +4% | +$22.6K | 0.3% | 93 |
|
2021
Q1 | $595K | Buy |
18,637
+6,922
| +59% | +$221K | 0.31% | 92 |
|
2020
Q4 | $376K | Buy |
+11,715
| New | +$376K | 0.25% | 111 |
|