PFA
Plotkin Financial Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,930
| Closed | -$301K | – | 96 |
|
|
2021
Q2 | $301K | Buy |
5,930
+1,500
| +34% | +$76.2K | 0.17% | 75 |
|
|
2021
Q1 | $225K | Sell |
4,430
-1,310
| -23% | -$66.5K | 0.14% | 69 |
|
|
2020
Q4 | $291K | Buy |
5,740
+1,600
| +39% | +$81.2K | 0.19% | 52 |
|
|
2020
Q3 | $210K | Buy |
+4,140
| New | +$210K | 0.23% | 59 |
|
|
2020
Q1 | – | Sell |
-16,183
| Closed | -$824K | – | 58 |
|
|
2019
Q4 | $824K | Buy |
+16,183
| New | +$824K | 0.77% | 29 |
|