Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
53,696
+525
| +1% | +$26.8K | 0.62% | 26 |
|
|
2025
Q1 | $2.71M | Buy |
53,171
+917
| +2% | +$46.8K | 0.67% | 21 |
|
|
2024
Q4 | $2.66M | Buy |
52,254
+255
| +0.5% | +$13K | 0.66% | 23 |
|
|
2024
Q3 | $2.65M | Sell |
51,999
-17,864
| -26% | -$912K | 0.53% | 39 |
|
|
2024
Q2 | $3.57M | Buy |
+69,863
| New | +$3.57M | 0.91% | 21 |
|
|
2024
Q1 | – | Sell |
-68,420
| Closed | -$3.46M | – | 184 |
|
|
2023
Q4 | $3.46M | Sell |
68,420
-411
| -0.6% | -$20.8K | 0.98% | 19 |
|
|
2023
Q3 | $3.5M | Buy |
+68,831
| New | +$3.5M | 0.96% | 19 |
|
|
2023
Q2 | – | Sell |
-46,651
| Closed | -$2.35M | – | 104 |
|
|
2023
Q1 | $2.35M | Buy |
+46,651
| New | +$2.35M | 0.64% | 33 |
|