WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $23.6K | Sell |
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|
2024
Q3 | $28.7K | Sell |
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2024
Q2 | $27.6K | Sell |
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|
2024
Q1 | $32.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $168K | Sell |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $474K | Buy |
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