SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-51,378
| Closed | -$1.27M | – | 318 |
|
|
2018
Q4 | $1.27M | Sell |
51,378
-22,827
| -31% | -$564K | 0.34% | 86 |
|
|
2018
Q3 | $1.88M | Buy |
+74,205
| New | +$1.88M | 0.39% | 67 |
|
|
2018
Q2 | – | Sell |
-110,511
| Closed | -$2.79M | – | 314 |
|
|
2018
Q1 | $2.79M | Buy |
+110,511
| New | +$2.79M | 0.67% | 38 |
|