SWA
Sutton Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.22M | Buy |
45,036
+15,227
| +51% | +$412K | 0.6% | 30 |
|
|
2023
Q2 | $828K | Buy |
29,809
+15,986
| +116% | +$444K | 0.4% | 46 |
|
|
2023
Q1 | $387K | Buy |
13,823
+3,530
| +34% | +$98.9K | 0.21% | 73 |
|
|
2022
Q4 | $278K | Sell |
10,293
-3,302
| -24% | -$89.2K | 0.11% | 142 |
|
|
2022
Q3 | $357K | Buy |
+13,595
| New | +$357K | 0.15% | 105 |
|