Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,027
| Closed | -$255K | – | 548 |
|
|
2023
Q2 | $255K | Sell |
5,027
-10,408
| -67% | -$529K | 0.02% | 468 |
|
|
2023
Q1 | $778K | Sell |
15,435
-2,786
| -15% | -$140K | 0.07% | 246 |
|
|
2022
Q4 | $917K | Sell |
18,221
-2,157
| -11% | -$109K | 0.09% | 206 |
|
|
2022
Q3 | $1.02M | Sell |
20,378
-28,031
| -58% | -$1.41M | 0.11% | 180 |
|
|
2022
Q2 | $2.42M | Buy |
+48,409
| New | +$2.42M | 0.2% | 127 |
|
|
2019
Q3 | – | Sell |
-2,048
| Closed | -$1.04K | – | 285 |
|
|
2019
Q2 | $1.04K | Buy |
+2,048
| New | +$1.04K | 0.04% | 270 |
|