Ignite Planners’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
Q1
Sell
-7,027
Closed -$356K 292
2023
Q4
$356K Sell
7,027
-380
-5% -$19.2K 0.11% 187
2023
Q3
$375K Sell
7,407
-11,467
-61% -$581K 0.11% 200
2023
Q2
$955K Buy
18,874
+5,824
+45% +$295K 0.37% 62
2023
Q1
$655K Sell
13,050
-313
-2% -$15.7K 0.27% 93
2022
Q4
$677K Buy
13,363
+6,986
+110% +$354K 0.28% 95
2022
Q3
$320K Sell
6,377
-1,698
-21% -$85.2K 0.26% 122
2022
Q2
$403K Sell
8,075
-551
-6% -$27.5K 0.33% 95
2022
Q1
$435K Buy
8,626
+248
+3% +$12.5K 0.29% 96
2021
Q4
$425K Buy
+8,378
New +$425K 0.28% 103