Kowal Investment 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
Q3 | – | Sell |
-6,217
| Closed | -$316K | – | 157 |
|
|
2023
Q2 | $316K | Buy |
6,217
+20
| +0.3% | +$1.02K | 0.08% | 119 |
|
|
2023
Q1 | $312K | Sell |
6,197
-7,978
| -56% | -$402K | 0.09% | 110 |
|
|
2022
Q4 | $713K | Sell |
14,175
-4,004
| -22% | -$202K | 0.21% | 65 |
|
|
2022
Q3 | $914K | Buy |
18,179
+3,731
| +26% | +$188K | 0.31% | 40 |
|
|
2022
Q2 | $721K | Buy |
14,448
+1,818
| +14% | +$90.7K | 0.24% | 49 |
|
|
2022
Q1 | $638K | Buy |
12,630
+5,771
| +84% | +$292K | 0.19% | 50 |
|
|
2021
Q4 | $348K | Buy |
6,859
+3,388
| +98% | +$172K | 0.1% | 70 |
|
|
2021
Q3 | $176K | Buy |
+3,471
| New | +$176K | 0.06% | 105 |
|