Foresight 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
2019
Q4
Sell
-4,032
Closed -$206K 113
2019
Q3
$206K Sell
4,032
-1,025
-20% -$52.4K 0.15% 91
2019
Q2
$258K Sell
5,057
-3,265
-39% -$167K 0.19% 78
2019
Q1
$424K Sell
8,322
-20,138
-71% -$1.03M 0.37% 58
2018
Q4
$1.43M Buy
+28,460
New +$1.43M 1.52% 17