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