Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,997
| Closed | -$243K | – | 28 |
|
|
2020
Q1 | $243K | Sell |
4,997
-12,735
| -72% | -$619K | 0.23% | 50 |
|
|
2019
Q4 | $903K | Buy |
17,732
+7,074
| +66% | +$360K | 0.82% | 35 |
|
|
2019
Q3 | $543K | Sell |
10,658
-91,117
| -90% | -$4.64M | 0.52% | 38 |
|
|
2019
Q2 | $5.18M | Sell |
101,775
-28,314
| -22% | -$1.44M | 5.07% | 7 |
|
|
2019
Q1 | $6.62M | Buy |
130,089
+64,776
| +99% | +$3.3M | 6.82% | 3 |
|
|
2018
Q4 | $3.29M | Buy |
65,313
+35,583
| +120% | +$1.79M | 4.34% | 7 |
|
|
2018
Q3 | $1.52M | Buy |
+29,730
| New | +$1.52M | 1.8% | 20 |
|