KWB Wealth’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
Q4 | – | Sell |
-7,934
| Closed | -$208K | – | 113 |
|
|
2022
Q3 | $208K | Buy |
7,934
+351
| +5% | +$9.2K | 0.04% | 101 |
|
|
2022
Q2 | $205K | Buy |
7,583
+1,356
| +22% | +$36.7K | 0.04% | 100 |
|
|
2022
Q1 | $205K | Hold |
6,227
| – | – | 0.03% | 86 |
|
|
2021
Q4 | $205K | Sell |
6,227
-328
| -5% | -$10.8K | 0.03% | 86 |
|
|
2021
Q3 | $217K | Buy |
+6,555
| New | +$217K | 0.04% | 82 |
|
|
2021
Q1 | – | Sell |
-6,307
| Closed | -$202K | – | 86 |
|
|
2020
Q4 | $202K | Buy |
+6,307
| New | +$202K | 0.04% | 76 |
|