Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,322
| Closed | -$929K | – | 480 |
|
|
2021
Q4 | $929K | Sell |
18,322
-200
| -1% | -$10.1K | 0.02% | 240 |
|
|
2021
Q3 | $942K | Buy |
18,522
+144
| +0.8% | +$7.32K | 0.02% | 254 |
|
|
2021
Q2 | $934K | Buy |
+18,378
| New | +$934K | 0.02% | 166 |
|
|
2020
Q2 | – | Sell |
-15,416
| Closed | -$751K | – | 363 |
|
|
2020
Q1 | $751K | Buy |
+15,416
| New | +$751K | 0.03% | 235 |
|