Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-313
| Closed | -$16K | – | 822 |
|
|
2024
Q1 | $16K | Buy |
+313
| New | +$16K | ﹤0.01% | 533 |
|
|
2022
Q4 | – | Sell |
-592
| Closed | -$30K | – | 905 |
|
|
2022
Q3 | $30K | Buy |
+592
| New | +$30K | 0.01% | 388 |
|
|
2020
Q2 | – | Sell |
-195
| Closed | -$10K | – | 786 |
|
|
2020
Q1 | $10K | Buy |
+195
| New | +$10K | ﹤0.01% | 493 |
|
|
2019
Q4 | – | Sell |
-730
| Closed | -$37K | – | 800 |
|
|
2019
Q3 | $37K | Buy |
730
+616
| +540% | +$31.2K | 0.01% | 392 |
|
|
2019
Q2 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 619 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$3K | – | 826 |
|
|
2018
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 650 |
|
|
2017
Q1 | – | Sell |
-44
| Closed | -$2K | – | 917 |
|
|
2016
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 849 |
|