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 |
|