Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-920
| Closed | -$23.2K | – | 296 |
|
|
2023
Q2 | $23.2K | Sell |
920
-40
| -4% | -$1.01K | 0.02% | 263 |
|
|
2023
Q1 | $24K | Hold |
960
| – | – | 0.02% | 253 |
|
|
2022
Q4 | $23.9K | Sell |
960
-740
| -44% | -$18.4K | 0.02% | 227 |
|
|
2022
Q3 | $42K | Sell |
1,700
-420
| -20% | -$10.4K | 0.03% | 183 |
|
|
2022
Q2 | $52K | Sell |
2,120
-460
| -18% | -$11.3K | 0.04% | 183 |
|
|
2022
Q1 | $65K | Buy |
+2,580
| New | +$65K | 0.04% | 176 |
|