Curi 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
Q1 | – | Sell |
-24,154
| Closed | -$1.22M | – | 174 |
|
|
2022
Q4 | $1.22M | Buy |
+24,154
| New | +$1.22M | 0.17% | 68 |
|
|
2022
Q3 | – | Sell |
-2,059
| Closed | -$103K | – | 377 |
|
|
2022
Q2 | $103K | Sell |
2,059
-120
| -6% | -$6K | 0.02% | 170 |
|
|
2022
Q1 | $110K | Buy |
2,179
+205
| +10% | +$10.3K | 0.02% | 152 |
|
|
2021
Q4 | $100K | Buy |
+1,974
| New | +$100K | 0.02% | 141 |
|