BBJS Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-994
| Closed | -$50.8K | – | 151 |
|
2024
Q2 | $50.8K | Hold |
994
| – | – | 0.02% | 70 |
|
2024
Q1 | $50.7K | Hold |
994
| – | – | 0.02% | 69 |
|
2023
Q4 | $50.3K | Hold |
994
| – | – | 0.02% | 68 |
|
2023
Q3 | $50.6K | Hold |
994
| – | – | 0.02% | 68 |
|
2023
Q2 | $50.5K | Hold |
994
| – | – | 0.02% | 65 |
|
2023
Q1 | $50.1K | Hold |
994
| – | – | 0.02% | 64 |
|
2022
Q4 | $50K | Buy |
+994
| New | +$50K | 0.02% | 73 |
|