Fiducient Advisors’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
Q3 | – | Sell |
-19,556
| Closed | -$994K | – | 109 |
|
|
2023
Q2 | $994K | Buy |
19,556
+5,006
| +34% | +$254K | 0.3% | 22 |
|
|
2023
Q1 | $733K | Hold |
14,550
| – | – | 0.24% | 30 |
|
|
2022
Q4 | $732K | Buy |
14,550
+7,300
| +101% | +$367K | 0.22% | 62 |
|
|
2022
Q3 | $364K | Sell |
7,250
-134
| -2% | -$6.73K | 0.17% | 38 |
|
|
2022
Q2 | $369K | Buy |
+7,384
| New | +$369K | 0.14% | 51 |
|