4J Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,418
| Closed | -$272K | – | 77 |
|
|
2022
Q3 | $272K | Sell |
5,418
-20
| -0.4% | -$1K | 0.35% | 58 |
|
|
2022
Q2 | $271K | Buy |
5,438
+20
| +0.4% | +$997 | 0.34% | 55 |
|
|
2022
Q1 | $274K | Sell |
5,418
-570
| -10% | -$28.8K | 0.24% | 57 |
|
|
2021
Q4 | $304K | Hold |
5,988
| – | – | 0.26% | 59 |
|
|
2021
Q3 | $304K | Hold |
5,988
| – | – | 0.26% | 60 |
|
|
2021
Q2 | $304K | Hold |
5,988
| – | – | 0.27% | 62 |
|
|
2021
Q1 | $304K | Buy |
5,988
+1,200
| +25% | +$60.9K | 0.28% | 60 |
|
|
2020
Q4 | $242K | Buy |
+4,788
| New | +$242K | 0.23% | 67 |
|