Towerpoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,626
| Closed | -$233K | – | 52 |
|
|
2018
Q4 | $233K | Sell |
4,626
-3,355
| -42% | -$169K | 0.19% | 40 |
|
|
2018
Q3 | $407K | Sell |
7,981
-3,084
| -28% | -$157K | 0.34% | 25 |
|
|
2018
Q2 | $564K | Sell |
11,065
-5,633
| -34% | -$287K | 0.53% | 21 |
|
|
2018
Q1 | $850K | Buy |
16,698
+5,183
| +45% | +$264K | 0.94% | 20 |
|
|
2017
Q4 | $585K | Buy |
+11,515
| New | +$585K | 0.77% | 20 |
|