Hefty Wealth Partners’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
Q1 | $3.11M | Buy |
61,044
+132
| +0.2% | +$6.72K | 2% | 12 |
|
|
2017
Q4 | $3.1M | Buy |
60,912
+1,345
| +2% | +$68.4K | 1.92% | 17 |
|
|
2017
Q3 | $3.03M | Buy |
59,567
+306
| +0.5% | +$15.6K | 2.01% | 14 |
|
|
2017
Q2 | $3.02M | Buy |
59,261
+3,050
| +5% | +$155K | 2.06% | 13 |
|
|
2017
Q1 | $2.86M | Sell |
56,211
-1,998
| -3% | -$102K | 2.08% | 10 |
|
|
2016
Q4 | $2.95M | Buy |
58,209
+31,610
| +119% | +$1.6M | 2.47% | 14 |
|
|
2016
Q3 | $1.35M | Buy |
26,599
+1,695
| +7% | +$86K | 1.02% | 31 |
|
|
2016
Q2 | $1.26M | Buy |
24,904
+1,143
| +5% | +$57.8K | 1.04% | 34 |
|
|
2016
Q1 | $1.2M | Sell |
23,761
-1,280
| -5% | -$64.5K | 1.12% | 31 |
|
|
2015
Q4 | $1.26M | Buy |
+25,041
| New | +$1.26M | 1.2% | 26 |
|