OptiFour Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.29M | Buy |
103,803
+178
| +0.2% | +$9.06K | 3.63% | 8 |
|
|
2019
Q3 | $5.28M | Buy |
103,625
+1,474
| +1% | +$75.1K | 3.75% | 9 |
|
|
2019
Q2 | $5.2M | Sell |
102,151
-921
| -0.9% | -$46.9K | 3.63% | 9 |
|
|
2019
Q1 | $5.25M | Buy |
103,072
+5,196
| +5% | +$265K | 4.28% | 8 |
|
|
2018
Q4 | $4.93M | Sell |
97,876
-296
| -0.3% | -$14.9K | 4.5% | 8 |
|
|
2018
Q3 | $5.01M | Buy |
98,172
+2,165
| +2% | +$110K | 4.13% | 7 |
|
|
2018
Q2 | $4.9M | Sell |
96,007
-418
| -0.4% | -$21.3K | 4.23% | 8 |
|
|
2018
Q1 | $4.91M | Buy |
96,425
+42,763
| +80% | +$2.18M | 4.1% | 8 |
|
|
2017
Q4 | $2.73M | Buy |
+53,662
| New | +$2.73M | 2.28% | 14 |
|