Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $327K | Sell |
6,500
-200
| -3% | -$10.1K | 0.07% | 104 |
|
|
2022
Q3 | $337K | Hold |
6,700
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $334K | Sell |
6,700
-120
| -2% | -$5.99K | 0.07% | 107 |
|
|
2022
Q1 | $345K | Hold |
6,820
| – | – | 0.06% | 108 |
|
|
2021
Q4 | $346K | Sell |
6,820
-200
| -3% | -$10.1K | 0.06% | 103 |
|
|
2021
Q3 | $357K | Hold |
7,020
| – | – | 0.07% | 98 |
|
|
2021
Q2 | $357K | Hold |
7,020
| – | – | 0.07% | 94 |
|
|
2021
Q1 | $356K | Hold |
7,020
| – | – | 0.07% | 93 |
|
|
2020
Q4 | $356K | Hold |
7,020
| – | – | 0.08% | 86 |
|
|
2020
Q3 | $356K | Hold |
7,020
| – | – | 0.09% | 83 |
|
|
2020
Q2 | $355K | Sell |
7,020
-40
| -0.6% | -$2.02K | 0.1% | 78 |
|
|
2020
Q1 | $344K | Buy |
+7,060
| New | +$344K | 0.11% | 71 |
|