LWM
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Liberty Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Liberty Wealth Management’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-223
Closed -$6K – 490
2021
Q3 		$6K Buy
223
+1
+0.5% +$27 ﹤0.01% 911
2021
Q2 		$6K Buy
+222
New +$6K ﹤0.01% 755