Kingsview Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-35,884
| Closed | -$902K | – | 1025 |
|
2023
Q4 | $902K | Buy |
+35,884
| New | +$902K | 0.03% | 494 |
|
2023
Q2 | – | Sell |
-27,435
| Closed | -$685K | – | 929 |
|
2023
Q1 | $685K | Sell |
27,435
-95,780
| -78% | -$2.39M | 0.03% | 495 |
|
2022
Q4 | $3.07M | Buy |
123,215
+16,183
| +15% | +$403K | 0.13% | 180 |
|
2022
Q3 | $2.66M | Buy |
+107,032
| New | +$2.66M | 0.13% | 184 |
|