Congress 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
2023 Q2	–	Sell	-4,321	Closed	-$218K	–	561
2023 Q1	$218K	Hold	4,321	–	–	0.01%	528
2022 Q4	$217K	Sell	4,321 -2,482	-36%	-$125K	0.01%	526
2022 Q3	$342K	Buy	+6,803	New	+$342K	0.01%	451