LWAC
FALN icon

Laurel Wealth Advisors (California)’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,896
Closed -$404K – 646
2022
Q3 		$404K Sell
16,896
-11,769
-41% -$296K 0.04% 393
2022
Q2 		$706K Buy
28,665
+5,601
+24% +$146K 0.07% 276
2022
Q1 		$640K Buy
23,064
+15,722
+214% +$445K 0.05% 349
2021
Q4 		$220K Buy
+7,342
New +$220K 0.02% 727

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