Dynasty 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
2018
Q4
Sell
-6,752
Closed -$345K 34
2018
Q3
$345K Buy
6,752
+22
+0.3% +$1.12K 0.44% 55
2018
Q2
$343K Buy
6,730
+95
+1% +$4.84K 0.71% 37
2018
Q1
$338K Buy
6,635
+1,621
+32% +$82.6K 0.14% 35
2017
Q4
$255K Buy
+5,014
New +$255K 0.44% 77