Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
29,584
-932
| -3% | -$47.4K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $1.56M | Sell |
30,516
-4,327
| -12% | -$221K | ﹤0.01% | 1371 |
|
|
2024
Q4 | $1.77M | Buy |
34,843
+10,343
| +42% | +$526K | ﹤0.01% | 1233 |
|
|
2024
Q3 | $1.25M | Sell |
24,500
-837
| -3% | -$42.7K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $1.29M | Buy |
25,337
+1,382
| +6% | +$70.6K | ﹤0.01% | 1161 |
|
|
2024
Q1 | $1.22M | Sell |
23,955
-25,523
| -52% | -$1.3M | ﹤0.01% | 1145 |
|
|
2023
Q4 | $2.5M | Sell |
49,478
-2,784
| -5% | -$141K | 0.01% | 829 |
|
|
2023
Q3 | $2.66M | Buy |
52,262
+47,038
| +900% | +$2.39M | 0.01% | 762 |
|
|
2023
Q2 | $265K | Sell |
5,224
-2,229
| -30% | -$113K | ﹤0.01% | 453 |
|
|
2023
Q1 | $376K | Buy |
+7,453
| New | +$376K | ﹤0.01% | 416 |
|