WMR
Wealth Management Resources’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,914
| Closed | -$326K | – | 39 |
|
|
2023
Q1 | $326K | Buy |
12,914
+6
| +0% | +$152 | 0.2% | 38 |
|
|
2022
Q4 | $318K | Buy |
12,908
+676
| +6% | +$16.6K | 0.21% | 39 |
|
|
2022
Q3 | $292K | Buy |
12,232
+105
| +0.9% | +$2.51K | 0.19% | 36 |
|
|
2022
Q2 | $299K | Sell |
12,127
-5,358
| -31% | -$132K | 0.18% | 36 |
|
|
2022
Q1 | $485K | Sell |
17,485
-1,681
| -9% | -$46.6K | 0.34% | 32 |
|
|
2021
Q4 | $574K | Buy |
+19,166
| New | +$574K | 0.37% | 32 |
|