Laurel Wealth Advisors (California)’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
2022
Q4
Sell
-16,896
Closed -$404K 646
2022
Q3
$404K Sell
16,896
-11,769
-41% -$281K 0.04% 393
2022
Q2
$706K Buy
28,665
+5,601
+24% +$138K 0.07% 276
2022
Q1
$640K Buy
23,064
+15,722
+214% +$436K 0.05% 349
2021
Q4
$220K Buy
+7,342
New +$220K 0.02% 727