4WM
4J Wealth Management’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Buy |
178,423
+13,027
| +8% | +$670K | 6.2% | 3 |
|
|
2025
Q1 | $8.44M | Buy |
165,396
+18,458
| +13% | +$942K | 6.66% | 2 |
|
|
2024
Q4 | $7.59M | Buy |
146,938
+8,172
| +6% | +$422K | 6.15% | 4 |
|
|
2024
Q3 | $7.16M | Buy |
138,766
+17,143
| +14% | +$885K | 5.55% | 5 |
|
|
2024
Q2 | $6.27M | Buy |
121,623
+16,070
| +15% | +$828K | 5.18% | 5 |
|
|
2024
Q1 | $5.45M | Buy |
+105,553
| New | +$5.45M | 4.71% | 6 |
|