Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-482
| Closed | -$25K | – | 435 |
|
|
2018
Q1 | $25K | Hold |
482
| – | – | 0.01% | 226 |
|
|
2017
Q4 | $25K | Hold |
482
| – | – | 0.07% | 127 |
|
|
2017
Q3 | $24K | Hold |
482
| – | – | 0.01% | 206 |
|
|
2017
Q2 | $24K | Hold |
482
| – | – | 0.01% | 195 |
|
|
2017
Q1 | $25K | Hold |
482
| – | – | 0.01% | 205 |
|
|
2016
Q4 | $25K | Hold |
482
| – | – | 0.01% | 223 |
|
|
2016
Q3 | $24K | Hold |
482
| – | – | 0.01% | 218 |
|
|
2016
Q2 | $24K | Hold |
482
| – | – | 0.01% | 199 |
|
|
2016
Q1 | $24K | Hold |
482
| – | – | 0.01% | 194 |
|
|
2015
Q4 | $24K | Buy |
+482
| New | +$24K | 0.01% | 185 |
|