Selective Wealth Management’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 | – | Sell |
-5,489
| Closed | -$276K | – | 330 |
|
|
2022
Q3 | $276K | Sell |
5,489
-5,996
| -52% | -$301K | 0.12% | 97 |
|
|
2022
Q2 | $573K | Buy |
11,485
+3,569
| +45% | +$178K | 0.2% | 66 |
|
|
2022
Q1 | $400K | Buy |
7,916
+7,819
| +8,061% | +$395K | 0.15% | 79 |
|
|
2021
Q4 | $5K | Hold |
97
| – | – | ﹤0.01% | 545 |
|
|
2021
Q3 | $5K | Hold |
97
| – | – | ﹤0.01% | 486 |
|
|
2021
Q2 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 399 |
|