MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-35,571
| Closed | -$1.81M | – | 90 |
|
|
2021
Q3 | $1.81M | Buy |
35,571
+1,318
| +4% | +$67K | 0.61% | 32 |
|
|
2021
Q2 | $1.74M | Sell |
34,253
-5,732
| -14% | -$291K | 0.61% | 34 |
|
|
2021
Q1 | $2.03M | Buy |
+39,985
| New | +$2.03M | 0.76% | 31 |
|
|
2020
Q2 | – | Sell |
-65,407
| Closed | -$3.26M | – | 80 |
|
|
2020
Q1 | $3.26M | Buy |
+65,407
| New | +$3.26M | 2.92% | 4 |
|