Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,196
| Closed | -$258K | – | 60 |
|
|
2023
Q1 | $258K | Buy |
9,196
+1,025
| +13% | +$28.7K | 0.1% | 94 |
|
|
2022
Q4 | $221K | Sell |
8,171
-66,117
| -89% | -$1.79M | 0.09% | 97 |
|
|
2022
Q3 | $1.95M | Hold |
74,288
| – | – | 0.78% | 26 |
|
|
2022
Q2 | $2.01M | Buy |
74,288
+245
| +0.3% | +$6.62K | 0.77% | 29 |
|
|
2022
Q1 | $2.25M | Buy |
74,043
+5,050
| +7% | +$154K | 0.8% | 29 |
|
|
2021
Q4 | $2.28M | Sell |
68,993
-744
| -1% | -$24.5K | 0.78% | 26 |
|
|
2021
Q3 | $2.31M | Sell |
69,737
-5,228
| -7% | -$173K | 0.84% | 25 |
|
|
2021
Q2 | $2.47M | Buy |
74,965
+5,717
| +8% | +$188K | 0.91% | 26 |
|
|
2021
Q1 | $2.21M | Buy |
69,248
+3,578
| +5% | +$114K | 0.82% | 26 |
|
|
2020
Q4 | $2.11M | Buy |
+65,670
| New | +$2.11M | 0.8% | 28 |
|