Baldwin Wealth Partners’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
Q2 | – | Sell |
-981
| Closed | -$50K | – | 694 |
|
|
2022
Q1 | $50K | Hold |
981
| – | – | 0.01% | 374 |
|
|
2021
Q4 | $50K | Hold |
981
| – | – | 0.01% | 344 |
|
|
2021
Q3 | $50K | Hold |
981
| – | – | 0.01% | 349 |
|
|
2021
Q2 | $50K | Hold |
981
| – | – | 0.01% | 358 |
|
|
2021
Q1 | $50K | Hold |
981
| – | – | 0.01% | 346 |
|
|
2020
Q4 | $50K | Hold |
981
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $50K | Hold |
981
| – | – | 0.01% | 298 |
|
|
2020
Q2 | $50K | Hold |
981
| – | – | 0.01% | 294 |
|
|
2020
Q1 | $48K | Hold |
981
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $50K | Hold |
981
| – | – | 0.01% | 313 |
|
|
2019
Q3 | $50K | Hold |
981
| – | – | 0.01% | 305 |
|
|
2019
Q2 | $50K | Hold |
981
| – | – | 0.01% | 306 |
|
|
2019
Q1 | $50K | Hold |
981
| – | – | 0.01% | 298 |
|
|
2018
Q4 | $49K | Hold |
981
| – | – | 0.01% | 293 |
|
|
2018
Q3 | $50K | Hold |
981
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $50K | Hold |
981
| – | – | 0.01% | 311 |
|
|
2018
Q1 | $50K | Buy |
+981
| New | +$50K | 0.01% | 289 |
|