TCI Wealth Advisors’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 |
-188
| Closed | -$9.47K | – | 933 |
|
|
2023
Q1 | $9.47K | Hold |
188
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q4 | $9.46K | Hold |
188
| – | – | ﹤0.01% | 1106 |
|
|
2022
Q3 | $9K | Buy |
+188
| New | +$9K | ﹤0.01% | 1065 |
|
|
2021
Q4 | – | Sell |
-262
| Closed | -$13K | – | 2349 |
|
|
2021
Q3 | $13K | Hold |
262
| – | – | ﹤0.01% | 899 |
|
|
2021
Q2 | $13K | Hold |
262
| – | – | ﹤0.01% | 771 |
|
|
2021
Q1 | $13K | Buy |
+262
| New | +$13K | 0.01% | 689 |
|
|
2019
Q2 | – | Sell |
-88
| Closed | -$4K | – | 1457 |
|
|
2019
Q1 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 829 |
|
|
2014
Q2 | – | Sell |
-112
| Closed | -$6K | – | 905 |
|
|
2014
Q1 | $6K | Hold |
112
| – | – | ﹤0.01% | 513 |
|
|
2013
Q4 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 511 |
|