Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $290K | Hold |
5,703
| – | – | 0.1% | 187 |
|
|
2016
Q4 | $289K | Hold |
5,703
| – | – | 0.11% | 179 |
|
|
2016
Q3 | $289K | Buy |
5,703
+790
| +16% | +$40K | 0.1% | 167 |
|
|
2016
Q2 | $249K | Buy |
4,913
+152
| +3% | +$7.7K | 0.1% | 184 |
|
|
2016
Q1 | $240K | Hold |
4,761
| – | – | 0.1% | 167 |
|
|
2015
Q4 | $240K | Hold |
4,761
| – | – | 0.1% | 159 |
|
|
2015
Q3 | $240K | Hold |
4,761
| – | – | 0.11% | 159 |
|
|
2015
Q2 | $241K | Hold |
4,761
| – | – | 0.09% | 165 |
|
|
2015
Q1 | $241K | Buy |
+4,761
| New | +$241K | 0.1% | 156 |
|