Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-404
| Closed | -$20.4K | – | 1067 |
|
|
2023
Q1 | $20.4K | Buy |
+404
| New | +$20.4K | ﹤0.01% | 461 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | – | – | 900 |
|
|
2021
Q4 | $0 | Sell |
7
-11
| -61% | – | ﹤0.01% | 907 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 748 |
|
|
2021
Q2 | $1K | Sell |
18
-41
| -69% | -$2.28K | ﹤0.01% | 718 |
|
|
2021
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 560 |
|
|
2020
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 528 |
|
|
2020
Q1 | – | Sell |
-910
| Closed | -$46K | – | 624 |
|
|
2019
Q4 | $46K | Buy |
+910
| New | +$46K | 0.01% | 235 |
|