SWM
FLTR icon

Seed Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-23,000
Closed -$581K 139
2023
Q2
$581K Sell
23,000
-400
-2% -$10.1K 0.62% 45
2023
Q1
$584K Sell
23,400
-8,000
-25% -$200K 0.66% 40
2022
Q4
$781K Buy
+31,400
New +$781K 0.89% 26