Summit Wealth & Retirement Planning, Inc. Blackrock Floating Rate Income Strategies Fund, Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$11.18 - $12.15 $25,009 - $27,179	-2,237 Reduced 16.13%	11,631 $136,000
Q4 2022 Feb 09, 2023	SELL	$11.07 - $12.04 $833,139 - $906,142	-75,261 Reduced 84.44%	13,868 $156,000
Q3 2022 Nov 10, 2022	BUY	$11.01 - $12.7 $130,435 - $150,456	11,847 Added 15.33%	89,129 $981,000
Q2 2022 Aug 02, 2022	BUY	$11.01 - $13.2 $33,030 - $39,600	3,000 Added 4.04%	77,282 $880,000
Q1 2022 May 12, 2022	BUY	$12.63 - $13.9 $938,181 - $1.03 Million	74,282 New	74,282 $967,000

8.23M

Ticker FRA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BlackRock Floating Rate Income Strategies Fund, Inc. is a close ended fixed income mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It primarily invests in floating rate ...

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