EverSource Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Buy |
485
+6
| +1% | +$153 | ﹤0.01% | 2659 |
|
|
2025
Q1 | $12.2K | Sell |
479
-119
| -20% | -$3.04K | ﹤0.01% | 1990 |
|
|
2024
Q4 | $15.2K | Buy |
598
+10
| +2% | +$255 | ﹤0.01% | 1776 |
|
|
2024
Q3 | $15K | Buy |
588
+5
| +0.9% | +$127 | ﹤0.01% | 1643 |
|
|
2024
Q2 | $14.9K | Buy |
583
+7
| +1% | +$178 | ﹤0.01% | 1660 |
|
|
2024
Q1 | $14.7K | Buy |
576
+10
| +2% | +$255 | ﹤0.01% | 1510 |
|
|
2023
Q4 | $14.2K | Sell |
566
-527
| -48% | -$13.3K | ﹤0.01% | 1405 |
|
|
2023
Q3 | $27.6K | Sell |
1,093
-2,223
| -67% | -$56.2K | ﹤0.01% | 1013 |
|
|
2023
Q2 | $83.7K | Sell |
3,316
-937
| -22% | -$23.7K | 0.01% | 644 |
|
|
2023
Q1 | $106K | Buy |
4,253
+1,027
| +32% | +$25.6K | 0.01% | 529 |
|
|
2022
Q4 | $80.3K | Buy |
3,226
+1,244
| +63% | +$31K | 0.01% | 581 |
|
|
2022
Q3 | $49K | Hold |
1,982
| – | – | 0.01% | 640 |
|
|
2022
Q2 | $49K | Buy |
1,982
+115
| +6% | +$2.84K | 0.01% | 635 |
|
|
2022
Q1 | $47K | Buy |
1,867
+158
| +9% | +$3.98K | 0.01% | 479 |
|
|
2021
Q4 | $43K | Buy |
+1,709
| New | +$43K | 0.01% | 453 |
|