Beam Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $520K | Sell |
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|
2021
Q3 | $839K | Sell |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $2.47M | Sell |
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|
2019
Q4 | $3.88M | Buy |
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