Ten Capital Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-14
| Closed | -$354 | – | 303 |
|
2023
Q1 | $354 | Buy |
+14
| New | +$354 | ﹤0.01% | 516 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 619 |
|
2022
Q3 | – | Sell |
-221
| Closed | -$5K | – | 578 |
|
2022
Q2 | $5K | Hold |
221
| – | – | ﹤0.01% | 326 |
|
2022
Q1 | $6K | Hold |
221
| – | – | ﹤0.01% | 349 |
|
2021
Q4 | $7K | Buy |
+221
| New | +$7K | ﹤0.01% | 338 |
|