QPWM
Quadrant Private Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,589
| Closed | -$454K | – | 245 |
|
|
2024
Q3 | $454K | Buy |
16,589
+4,866
| +42% | +$133K | 0.11% | 151 |
|
|
2024
Q2 | $307K | Buy |
11,723
+1,511
| +15% | +$39.6K | 0.07% | 187 |
|
|
2024
Q1 | $274K | Buy |
10,212
+1,581
| +18% | +$42.5K | 0.07% | 187 |
|
|
2023
Q4 | $228K | Buy |
+8,631
| New | +$228K | 0.06% | 201 |
|