Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-131,635
| Closed | -$3.28M | – | 74 |
|
|
2022
Q4 | $3.28M | Buy |
+131,635
| New | +$3.28M | 2.5% | 6 |
|
|
2021
Q4 | – | Sell |
-73,449
| Closed | -$1.86M | – | 70 |
|
|
2021
Q3 | $1.86M | Sell |
73,449
-865
| -1% | -$22K | 1.31% | 37 |
|
|
2021
Q2 | $1.89M | Sell |
74,314
-30,213
| -29% | -$767K | 1.34% | 24 |
|
|
2021
Q1 | $2.65M | Buy |
+104,527
| New | +$2.65M | 1.93% | 7 |
|