Resurgent 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
Q1 | – | Sell |
-1,923
| Closed | -$97.3K | – | 285 |
|
|
2023
Q4 | $97.3K | Sell |
1,923
-991
| -34% | -$50.2K | 0.06% | 249 |
|
|
2023
Q3 | $148K | Sell |
2,914
-3
| -0.1% | -$153 | 0.1% | 181 |
|
|
2023
Q2 | $148K | Sell |
2,917
-172
| -6% | -$8.74K | 0.1% | 181 |
|
|
2023
Q1 | $156K | Sell |
3,089
-71
| -2% | -$3.58K | 0.1% | 176 |
|
|
2022
Q4 | $159K | Buy |
+3,160
| New | +$159K | 0.08% | 231 |
|