Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.58M | Buy |
170,497
+11,155
| +7% | +$561K | 0.7% | 33 |
|
|
2022
Q3 | $8.01M | Buy |
159,342
+78,990
| +98% | +$3.97M | 0.72% | 33 |
|
|
2022
Q2 | $4.01M | Buy |
80,352
+2,115
| +3% | +$106K | 0.35% | 60 |
|
|
2022
Q1 | $3.95M | Buy |
+78,237
| New | +$3.95M | 0.31% | 70 |
|
|
2019
Q1 | – | Sell |
-1,786
| Closed | -$90K | – | 812 |
|
|
2018
Q4 | $90K | Buy |
+1,786
| New | +$90K | 0.01% | 285 |
|