Accurate 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
2023 Q3	–	Sell	-4,709	Closed	-$238K	–	278
2023 Q2	$238K	Sell	4,709 -1,843	-28%	-$93.3K	0.07%	233
2023 Q1	$329K	Sell	6,552 -1,444	-18%	-$72.5K	0.11%	183
2022 Q4	$403K	Buy	7,996 +1,476	+23%	+$74.4K	0.15%	120
2022 Q3	$324K	Buy	+6,520	New	+$324K	0.14%	129