Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-174
| Closed | -$8K | – | 1217 |
|
|
2024
Q2 | $8K | Sell |
174
-528
| -75% | -$24.3K | ﹤0.01% | 853 |
|
|
2024
Q1 | $35.9K | Sell |
702
-30
| -4% | -$1.53K | 0.01% | 542 |
|
|
2023
Q4 | $37K | Buy |
732
+14
| +2% | +$708 | 0.01% | 516 |
|
|
2023
Q3 | $36.6K | Buy |
+718
| New | +$36.6K | 0.01% | 510 |
|
|
2023
Q1 | $39K | Buy |
+767
| New | +$39K | 0.02% | 487 |
|
|
2022
Q4 | – | Sell |
-9,524
| Closed | -$478K | – | 573 |
|
|
2022
Q3 | $478K | Sell |
9,524
-38
| -0.4% | -$1.91K | 0.2% | 111 |
|
|
2022
Q2 | $477K | Buy |
9,562
+13
| +0.1% | +$649 | 0.21% | 115 |
|
|
2022
Q1 | $482K | Buy |
9,549
+5
| +0.1% | +$252 | 0.19% | 122 |
|
|
2021
Q4 | $484K | Buy |
+9,544
| New | +$484K | 0.18% | 130 |
|