Aris Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $640K | Buy |
12,679
+501
| +4% | +$25.3K | 1.34% | 23 |
|
2015
Q2 | $617K | Buy |
12,178
+540
| +5% | +$27.4K | 0.57% | 71 |
|
2015
Q1 | $589K | Buy |
11,638
+840
| +8% | +$42.5K | 0.55% | 66 |
|
2014
Q4 | $546K | Buy |
10,798
+844
| +8% | +$42.7K | 0.61% | 65 |
|
2014
Q3 | $506K | Buy |
9,954
+1,566
| +19% | +$79.6K | 0.63% | 66 |
|
2014
Q2 | $426K | Buy |
+8,388
| New | +$426K | 0.56% | 71 |
|