Baldwin Wealth Partners’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
Sell
-697
Closed -$17.8K 525
2024
Q3
$17.8K Hold
697
﹤0.01% 714
2024
Q2
$17.8K Hold
697
﹤0.01% 479
2024
Q1
$17.8K Sell
697
-406
-37% -$10.4K ﹤0.01% 502
2023
Q4
$27.7K Buy
+1,103
New +$27.7K ﹤0.01% 459