Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.74M | Buy |
54,476
+25,299
| +87% | +$1.27M | 0.39% | 46 |
|
|
2022
Q3 | $1.47M | Buy |
29,177
+2,275
| +8% | +$114K | 0.47% | 42 |
|
|
2022
Q2 | $1.34M | Sell |
26,902
-546
| -2% | -$27.3K | 0.45% | 47 |
|
|
2022
Q1 | $1.39M | Buy |
+27,448
| New | +$1.39M | 0.37% | 53 |
|
|
2021
Q3 | $1.01M | Buy |
19,798
+1,705
| +9% | +$86.7K | 0.36% | 50 |
|
|
2021
Q2 | $919K | Sell |
18,093
-5,341
| -23% | -$271K | 0.35% | 60 |
|
|
2021
Q1 | $1.19M | Buy |
+23,434
| New | +$1.19M | 0.67% | 36 |
|