Wealth Management Associates’s VanEck IG Floating Rate ETF FLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-30,100
| Closed | -$756K | – | 185 |
|
|
2022
Q1 | $756K | Sell |
30,100
-200
| -0.7% | -$5.02K | 0.43% | 59 |
|
|
2021
Q4 | $766K | Sell |
30,300
-3,600
| -11% | -$91K | 0.41% | 60 |
|
|
2021
Q3 | $861K | Sell |
33,900
-1,100
| -3% | -$27.9K | 0.5% | 47 |
|
|
2021
Q2 | $888K | Buy |
35,000
+23,625
| +208% | +$600K | 0.5% | 48 |
|
|
2021
Q1 | $289K | Buy |
+11,375
| New | +$289K | 0.18% | 132 |
|