Atlas Financial Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.47M Sell
57,811
-2,242
-4% -$57.1K 2.3% 8
2024
Q3
$1.53M Buy
60,053
+18,271
+44% +$465K 2.42% 7
2024
Q2
$1.07M Buy
41,782
+15,557
+59% +$397K 1.76% 8
2024
Q1
$669K Buy
26,225
+11,554
+79% +$295K 1.04% 11
2023
Q4
$369K Buy
+14,671
New +$369K 0.6% 16