Paradigm Financial Advisors’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
$781K Sell
15,403
-63
-0.4% -$3.19K 0.17% 90
2021
Q3
$786K Sell
15,466
-225
-1% -$11.4K 0.18% 93
2021
Q2
$797K Sell
15,691
-1,011
-6% -$51.4K 0.18% 96
2021
Q1
$848K Sell
16,702
-5,464
-25% -$277K 0.21% 90
2020
Q4
$1.12M Sell
22,166
-9,287
-30% -$471K 0.3% 62
2020
Q3
$1.6M Buy
31,453
+15,598
+98% +$791K 0.45% 44
2020
Q2
$802K Buy
15,855
+3,000
+23% +$152K 0.25% 63
2020
Q1
$627K Buy
+12,855
New +$627K 0.23% 69