Beaumont Financial Advisors’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
2022
Q4
Sell
-377,560
Closed -$9.38M 327
2022
Q3
$9.38M Buy
377,560
+48,968
+15% +$1.22M 0.9% 27
2022
Q2
$8.11M Buy
328,592
+6,551
+2% +$162K 0.73% 37
2022
Q1
$8.08M Buy
+322,041
New +$8.08M 0.61% 53