Gupta 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
2016
Q1
$528K Sell
10,480
-840
-7% -$42.3K 0.12% 141
2015
Q4
$571K Sell
11,320
-150
-1% -$7.57K 0.15% 130
2015
Q3
$579K Sell
11,470
-149
-1% -$7.52K 0.14% 124
2015
Q2
$588K Sell
11,619
-1,279
-10% -$64.7K 0.14% 128
2015
Q1
$653K Buy
+12,898
New +$653K 0.19% 107