TA
TrueWealth Advisors’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
Q3 | – | Sell |
-8,740
| Closed | -$215K | – | 166 |
|
|
2022
Q2 | $215K | Sell |
8,740
-9,078
| -51% | -$223K | 0.1% | 153 |
|
|
2022
Q1 | $534K | Hold |
17,818
| – | – | 0.24% | 86 |
|
|
2021
Q4 | $534K | Buy |
17,818
+9,051
| +103% | +$271K | 0.24% | 86 |
|
|
2021
Q3 | $264K | Buy |
+8,767
| New | +$264K | 0.15% | 110 |
|