West Wealth Group’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 |
-19,924
| Closed | -$505K | – | 78 |
|
|
2023
Q2 | $505K | Buy |
19,924
+603
| +3% | +$15.3K | 0.21% | 37 |
|
|
2023
Q1 | $488K | Sell |
19,321
-330
| -2% | -$8.34K | 0.23% | 33 |
|
|
2022
Q4 | $484K | Sell |
19,651
-29,587
| -60% | -$728K | 0.24% | 35 |
|
|
2022
Q3 | $1.18M | Sell |
49,238
-34,038
| -41% | -$813K | 0.6% | 24 |
|
|
2022
Q2 | $2.05M | Sell |
83,276
-22,115
| -21% | -$544K | 0.95% | 17 |
|
|
2022
Q1 | $2.93M | Sell |
105,391
-76,972
| -42% | -$2.14M | 1.16% | 17 |
|
|
2021
Q4 | $5.47M | Buy |
+182,363
| New | +$5.47M | 2.06% | 16 |
|