Braver Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $303K | Sell |
5,971
-66
| -1% | -$3.35K | 0.05% | 132 |
|
|
2016
Q3 | $306K | Sell |
6,037
-1,118
| -16% | -$56.7K | 0.05% | 123 |
|
|
2016
Q2 | $362K | Buy |
7,155
+213
| +3% | +$10.8K | 0.06% | 111 |
|
|
2016
Q1 | $350K | Buy |
6,942
+2,208
| +47% | +$111K | 0.06% | 118 |
|
|
2015
Q4 | $239K | Buy |
4,734
+1
| +0% | +$50 | 0.05% | 71 |
|
|
2015
Q3 | $239K | Sell |
4,733
-382
| -7% | -$19.3K | 0.06% | 71 |
|
|
2015
Q2 | $259K | Hold |
5,115
| – | – | 0.06% | 76 |
|
|
2015
Q1 | $259K | Hold |
5,115
| – | – | 0.05% | 79 |
|
|
2014
Q4 | $259K | Buy |
+5,115
| New | +$259K | 0.05% | 78 |
|