Advocacy Wealth Management Services’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,641
| Closed | -$512K | – | 145 |
|
|
2019
Q3 | $512K | Buy |
16,641
+1,509
| +10% | +$46.4K | 0.34% | 22 |
|
|
2019
Q2 | $465K | Buy |
15,132
+14,104
| +1,372% | +$433K | 0.34% | 21 |
|
|
2019
Q1 | $32K | Buy |
1,028
+71
| +7% | +$2.21K | 0.03% | 48 |
|
|
2018
Q4 | $29K | Hold |
957
| – | – | 0.02% | 61 |
|
|
2018
Q3 | $29K | Hold |
957
| – | – | 0.02% | 66 |
|
|
2018
Q2 | $29K | Hold |
957
| – | – | 0.02% | 60 |
|
|
2018
Q1 | $29K | Hold |
957
| – | – | 0.02% | 62 |
|
|
2017
Q4 | $29K | Buy |
+957
| New | +$29K | 0.02% | 79 |
|