WealthSource Partners’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $823K | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $11M | Sell |
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|
2022
Q2 | $17.3M | Buy |
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|
2022
Q1 | $17.3M | Sell |
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|
2021
Q4 | $24.5M | Buy |
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|
2021
Q3 | $16.3M | Buy |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $12.6M | Buy |
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