SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,737
| Closed | -$113K | – | 312 |
|
|
2022
Q3 | $113K | Sell |
4,737
-1,216
| -20% | -$29K | 0.05% | 192 |
|
|
2022
Q2 | $147K | Sell |
5,953
-299
| -5% | -$7.38K | 0.05% | 177 |
|
|
2022
Q1 | $174K | Sell |
6,252
-2,833
| -31% | -$78.8K | 0.06% | 149 |
|
|
2021
Q4 | $272K | Buy |
9,085
+4,824
| +113% | +$144K | 0.11% | 93 |
|
|
2021
Q3 | $128K | Buy |
+4,261
| New | +$128K | 0.07% | 148 |
|