Global Retirement Partners’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$387K	Buy	+30,897	New	+$387K	0.01%	820
2024 Q4	$420K	Sell	32,667 -3,632	-10%	-$46.7K	0.01%	687
2024 Q3	$470K	Sell	36,299 -67,077	-65%	-$868K	0.01%	648
2024 Q2	$1.32M	Buy	103,376 +63,881	+162%	+$815K	0.04%	362
2024 Q1	$513K	Buy	+39,495	New	+$513K	0.02%	527