Aries Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.54M | Buy |
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2025
Q2 | $3.42M | Buy |
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2025
Q1 | $3.32M | Buy |
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|
2024
Q4 | $3.2M | Buy |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $2.52M | Buy |
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|
2023
Q4 | $2.41M | Hold |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.54M | Sell |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $2.58M | Hold |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.77M | Buy |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $2.4M | Hold |
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|
2020
Q3 | $2.4M | Buy |
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|
2020
Q2 | $1.98M | Buy |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $1.05M | Buy |
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|
2018
Q3 | $959K | Buy |
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|
2018
Q2 | $843K | Buy |
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|
2018
Q1 | $560K | Hold |
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|
2017
Q4 | $561K | Buy |
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