OPWM
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Oak Point Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Oak Point Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$1.36M Sell
26,666
-2,074
-7% -$106K 1.38% 22
2017
Q4 		$1.47M Buy
+28,740
New +$1.47M 1.44% 23