WealthSource Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $663K | Buy |
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|
2023
Q3 | $660K | Sell |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $774K | Sell |
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|
2021
Q1 | $945K | Buy |
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|
2020
Q4 | $637K | Sell |
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|
2020
Q3 | $823K | Buy |
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|
2020
Q2 | $809K | Buy |
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|
2020
Q1 | $517K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.49M | Sell |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $658K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q3 | $226K | Buy |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $355K | Sell |
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|
2016
Q3 | $810K | Buy |
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|
2016
Q2 | $751K | Sell |
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|
2016
Q1 | $993K | Buy |
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