IWS
Insight Wealth Strategies’s VanEck IG Floating Rate ETF FLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-424,029
| Closed | -$10.8M | – | 160 |
|
|
2024
Q3 | $10.8M | Sell |
424,029
-362,560
| -46% | -$9.23M | 1.42% | 20 |
|
|
2024
Q2 | $20.1M | Buy |
786,589
+4,534
| +0.6% | +$116K | 2.86% | 9 |
|
|
2024
Q1 | $20M | Sell |
782,055
-97,334
| -11% | -$2.48M | 2.93% | 9 |
|
|
2023
Q4 | $22.1M | Buy |
879,389
+101,174
| +13% | +$2.54M | 3.57% | 8 |
|
|
2023
Q3 | $19.7M | Buy |
+778,215
| New | +$19.7M | 3.8% | 9 |
|