ACG Wealth’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
Q3 | – | Sell |
-2,061
| Closed | -$103K | – | 507 |
|
2022
Q2 | $103K | Buy |
+2,061
| New | +$103K | 0.02% | 326 |
|
2019
Q2 | – | Sell |
-6,234
| Closed | -$317K | – | 345 |
|
2019
Q1 | $317K | Buy |
6,234
+1,960
| +46% | +$99.7K | 0.04% | 259 |
|
2018
Q4 | $215K | Buy |
+4,274
| New | +$215K | 0.03% | 282 |
|