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Amplius Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Amplius Wealth Advisors’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,000
Closed -$202K – 170
2023
Q1 		$202K Buy
+4,000
New +$202K 0.03% 155
2022
Q2 		– Sell
-4,000
Closed -$202K – 183
2022
Q1 		$202K Buy
+4,000
New +$202K 0.03% 171