Aletheian Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
64,064
+5,903
| +10% | +$182K | 0.97% | 24 |
|
|
2025
Q1 | $1.79M | Buy |
58,161
+3,299
| +6% | +$102K | 1.01% | 23 |
|
|
2024
Q4 | $1.69M | Buy |
54,862
+826
| +2% | +$25.4K | 1% | 25 |
|
|
2024
Q3 | $1.67M | Buy |
54,036
+1,853
| +4% | +$57.2K | 0.97% | 24 |
|
|
2024
Q2 | $1.61M | Buy |
52,183
+1,997
| +4% | +$61.6K | 0.85% | 29 |
|
|
2024
Q1 | $1.55M | Buy |
50,186
+3,735
| +8% | +$115K | 0.84% | 29 |
|
|
2023
Q4 | $1.42M | Buy |
46,451
+5,750
| +14% | +$176K | 0.94% | 27 |
|
|
2023
Q3 | $1.25M | Sell |
40,701
-2,455
| -6% | -$75.4K | 0.96% | 27 |
|
|
2023
Q2 | $1.32M | Buy |
43,156
+356
| +0.8% | +$10.9K | 0.91% | 27 |
|
|
2023
Q1 | $1.3M | Sell |
42,800
-3,568
| -8% | -$109K | 1.15% | 21 |
|
|
2022
Q4 | $1.41M | Buy |
46,368
+225
| +0.5% | +$6.84K | 1.22% | 21 |
|
|
2022
Q3 | $1.4M | Buy |
46,143
+277
| +0.6% | +$8.39K | 1.59% | 18 |
|
|
2022
Q2 | $1.38M | Buy |
45,866
+2,686
| +6% | +$80.9K | 1.4% | 21 |
|
|
2022
Q1 | $1.32M | Buy |
43,180
+12,478
| +41% | +$381K | 1.25% | 22 |
|
|
2021
Q4 | $939K | Buy |
+30,702
| New | +$939K | 0.92% | 25 |
|