WR Wealth Planners’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.23K | Sell |
163
-66
| -29% | -$3.33K | ﹤0.01% | 622 |
|
|
2024
Q3 | $11.6K | Sell |
229
-5,534
| -96% | -$280K | ﹤0.01% | 601 |
|
|
2024
Q2 | $292K | Sell |
5,763
-737
| -11% | -$37.3K | 0.09% | 133 |
|
|
2024
Q1 | $329K | Sell |
6,500
-4,053
| -38% | -$205K | 0.1% | 130 |
|
|
2023
Q4 | $533K | Buy |
10,553
+82
| +0.8% | +$4.14K | 0.2% | 93 |
|
|
2023
Q3 | $531K | Buy |
+10,471
| New | +$531K | 0.2% | 79 |
|