Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,552
| Closed | -$130K | – | 278 |
|
|
2021
Q2 | $130K | Buy |
+2,552
| New | +$130K | 0.05% | 165 |
|
|
2019
Q2 | – | Sell |
-2,552
| Closed | -$130K | – | 227 |
|
|
2019
Q1 | $130K | Hold |
2,552
| – | – | 0.08% | 115 |
|
|
2018
Q4 | $128K | Hold |
2,552
| – | – | 0.09% | 112 |
|
|
2018
Q3 | $130K | Hold |
2,552
| – | – | 0.08% | 127 |
|
|
2018
Q2 | $130K | Hold |
2,552
| – | – | 0.09% | 125 |
|
|
2018
Q1 | $130K | Hold |
2,552
| – | – | 0.1% | 117 |
|
|
2017
Q4 | $130K | Buy |
+2,552
| New | +$130K | 0.1% | 119 |
|