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 |
|