Kerntke Otto McGlone Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,808
| Closed | -$141K | – | 79 |
|
|
2022
Q4 | $141K | Buy |
+2,808
| New | +$141K | 0.16% | 68 |
|
|
2021
Q2 | – | Sell |
-3,983
| Closed | -$202K | – | 137 |
|
|
2021
Q1 | $202K | Sell |
3,983
-696
| -15% | -$35.3K | 0.11% | 119 |
|
|
2020
Q4 | $237K | Buy |
4,679
+8
| +0.2% | +$405 | 0.14% | 105 |
|
|
2020
Q3 | $237K | Buy |
4,671
+10
| +0.2% | +$507 | 0.17% | 93 |
|
|
2020
Q2 | $236K | Sell |
4,661
-76
| -2% | -$3.85K | 0.22% | 91 |
|
|
2020
Q1 | $231K | Sell |
4,737
-132
| -3% | -$6.44K | 0.26% | 72 |
|
|
2019
Q4 | $248K | Buy |
+4,869
| New | +$248K | 0.21% | 90 |
|