KCS Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,557
| Closed | -$582K | – | 150 |
|
|
2018
Q4 | $582K | Buy |
11,557
+7,200
| +165% | +$363K | 0.61% | 75 |
|
|
2018
Q3 | $222K | Sell |
4,357
-917
| -17% | -$46.7K | 0.21% | 139 |
|
|
2018
Q2 | $269K | Sell |
5,274
-441
| -8% | -$22.5K | 0.25% | 131 |
|
|
2018
Q1 | $291K | Sell |
5,715
-634
| -10% | -$32.3K | 0.26% | 127 |
|
|
2017
Q4 | $323K | Buy |
+6,349
| New | +$323K | 0.31% | 116 |
|