Laurel Wealth Advisors (California)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,939
| Closed | -$651K | – | 387 |
|
|
2020
Q1 | $651K | Buy |
12,939
+4,423
| +52% | +$223K | 0.15% | 162 |
|
|
2019
Q4 | $428K | Buy |
8,516
+1,509
| +22% | +$75.8K | 0.07% | 274 |
|
|
2019
Q3 | $352K | Sell |
7,007
-275
| -4% | -$13.8K | 0.06% | 308 |
|
|
2019
Q2 | $366K | Buy |
7,282
+1,595
| +28% | +$80.2K | 0.08% | 259 |
|
|
2019
Q1 | $286K | Buy |
+5,687
| New | +$286K | 0.07% | 287 |
|