WealthPLAN Partners’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
Q3 | – | Sell |
-5,078
| Closed | -$129K | – | 562 |
|
|
2023
Q2 | $129K | Sell |
5,078
-439
| -8% | -$11.1K | 0.02% | 356 |
|
|
2023
Q1 | $139K | Buy |
+5,517
| New | +$139K | 0.02% | 362 |
|
|
2022
Q1 | $437K | Sell |
16,603
-558
| -3% | -$14.7K | 0.03% | 267 |
|
|
2021
Q4 | $494K | Sell |
17,161
-4,791
| -22% | -$138K | 0.03% | 253 |
|
|
2021
Q3 | $653K | Buy |
21,952
+11,648
| +113% | +$346K | 0.04% | 217 |
|
|
2021
Q2 | $308K | Buy |
+10,304
| New | +$308K | 0.02% | 283 |
|