Monumental Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.57M | Sell |
128,813
-70,891
| -35% | -$3.62M | 2.44% | 12 |
|
|
2024
Q2 | $10.2M | Buy |
199,704
+92,837
| +87% | +$4.74M | 4.45% | 9 |
|
|
2024
Q1 | $5.46M | Sell |
106,867
-1,841
| -2% | -$94K | 2.9% | 12 |
|
|
2023
Q4 | $5.5M | Buy |
108,708
+72,320
| +199% | +$3.66M | 3.28% | 10 |
|
|
2023
Q3 | $1.85M | Buy |
36,388
+1,433
| +4% | +$72.9K | 1.23% | 17 |
|
|
2023
Q2 | $1.78M | Buy |
34,955
+2,314
| +7% | +$118K | 1.2% | 19 |
|
|
2023
Q1 | $1.65M | Buy |
32,641
+4,882
| +18% | +$246K | 1.18% | 16 |
|
|
2022
Q4 | $1.4M | Buy |
27,759
+4,888
| +21% | +$246K | 1.13% | 16 |
|
|
2022
Q3 | $1.15M | Sell |
22,871
-1,896
| -8% | -$95.3K | 1.09% | 16 |
|
|
2022
Q2 | $1.24M | Buy |
+24,767
| New | +$1.24M | 1.14% | 19 |
|