Beam Wealth Advisors’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,391
| Closed | -$221K | – | 138 |
|
|
2021
Q3 | $221K | Buy |
4,391
+396
| +10% | +$19.9K | 0.19% | 128 |
|
|
2021
Q2 | $201K | Buy |
+3,995
| New | +$201K | 0.17% | 135 |
|
|
2020
Q2 | – | Sell |
-19,021
| Closed | -$957K | – | 164 |
|
|
2020
Q1 | $957K | Sell |
19,021
-806
| -4% | -$40.6K | 0.95% | 31 |
|
|
2019
Q4 | $996K | Buy |
+19,827
| New | +$996K | 0.93% | 29 |
|