Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $780K | Hold |
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|
2020
Q1 | $751K | Hold |
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|
2019
Q4 | $785K | Sell |
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|
2019
Q3 | $787K | Sell |
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|
2019
Q2 | $795K | Hold |
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|
2019
Q1 | $795K | Hold |
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|
2018
Q4 | $786K | Hold |
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|
2018
Q3 | $796K | Hold |
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|
2018
Q2 | $796K | Hold |
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|
2018
Q1 | $795K | Buy |
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|
2017
Q4 | $693K | Sell |
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|
2017
Q3 | $696K | Buy |
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|
2017
Q2 | $37K | Hold |
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|
2017
Q1 | $37K | Sell |
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|
2016
Q4 | $443K | Sell |
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|
2016
Q3 | $472K | Buy |
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|
2016
Q2 | $470K | Buy |
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|
2016
Q1 | $449K | Sell |
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|
2015
Q4 | $451K | Buy |
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