Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Buy |
637
+8
| +1% | +$408 | 0.01% | 276 |
|
|
2025
Q1 | $32.1K | Buy |
629
+4
| +0.6% | +$204 | 0.01% | 274 |
|
|
2024
Q4 | $31.8K | Buy |
625
+12
| +2% | +$610 | 0.01% | 277 |
|
|
2024
Q3 | $31.3K | Buy |
613
+9
| +1% | +$460 | 0.01% | 268 |
|
|
2024
Q2 | $30.9K | Buy |
604
+9
| +2% | +$460 | 0.01% | 258 |
|
|
2024
Q1 | $30.4K | Sell |
595
-176
| -23% | -$8.99K | 0.02% | 267 |
|
|
2023
Q4 | $39.2K | Hold |
771
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $39.2K | Buy |
771
+6
| +0.8% | +$305 | 0.03% | 167 |
|
|
2023
Q2 | $38.9K | Sell |
765
-737
| -49% | -$37.5K | 0.03% | 176 |
|
|
2023
Q1 | $75.7K | Buy |
+1,502
| New | +$75.7K | 0.07% | 125 |
|