Bogart Wealth LLC’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.6K | Buy |
+286
| New | +$14.6K | ﹤0.01% | 702 |
|
2023
Q1 | – | Sell |
-17
| Closed | -$856 | – | 1154 |
|
2022
Q4 | $856 | Hold |
17
| – | – | ﹤0.01% | 871 |
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 890 |
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 830 |
|
2022
Q1 | $1K | Sell |
17
-478
| -97% | -$28.1K | ﹤0.01% | 728 |
|
2021
Q4 | $25K | Hold |
495
| – | – | ﹤0.01% | 339 |
|
2021
Q3 | $25K | Sell |
495
-789
| -61% | -$39.8K | ﹤0.01% | 327 |
|
2021
Q2 | $65K | Buy |
1,284
+806
| +169% | +$40.8K | 0.01% | 222 |
|
2021
Q1 | $24K | Buy |
+478
| New | +$24K | ﹤0.01% | 298 |
|