Seven Springs Wealth Group’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
2023
Q2
Sell
-169,146
Closed -$8.52M 64
2023
Q1
$8.52M Buy
169,146
+4,356
+3% +$219K 4.21% 4
2022
Q4
$8.29M Buy
164,790
+5,308
+3% +$267K 4.01% 4
2022
Q3
$8.02M Buy
159,482
+124,310
+353% +$6.25M 4.36% 4
2022
Q2
$1.76M Buy
35,172
+17,916
+104% +$894K 0.88% 18
2022
Q1
$872K Buy
+17,256
New +$872K 0.41% 27