Fulcrum Equity 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
2021
Q3
Sell
-4,078
Closed -$207K 191
2021
Q2
$207K Sell
4,078
-82
-2% -$4.16K 0.08% 178
2021
Q1
$211K Sell
4,160
-9,019
-68% -$457K 0.08% 164
2020
Q4
$668K Buy
13,179
+4,014
+44% +$203K 0.27% 75
2020
Q3
$465K Buy
+9,165
New +$465K 0.22% 73