Traverso Chambers Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,753
| Closed | -$1.31M | – | 100 |
|
|
2019
Q4 | $1.31M | Sell |
25,753
-590
| -2% | -$30K | 0.56% | 29 |
|
|
2019
Q3 | $1.34M | Sell |
26,343
-1,939
| -7% | -$98.9K | 0.64% | 26 |
|
|
2019
Q2 | $1.44M | Hold |
28,282
| – | – | 0.7% | 26 |
|
|
2019
Q1 | $1.44M | Hold |
28,282
| – | – | 0.71% | 25 |
|
|
2018
Q4 | $1.42M | Buy |
+28,282
| New | +$1.42M | 0.77% | 22 |
|