BCS Wealth Management’s 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
Q2 | $3.04M | Sell |
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2025
Q1 | $3.55M | Sell |
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2024
Q4 | $4.24M | Buy |
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2024
Q3 | $3.82M | Buy |
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2024
Q2 | $3.75M | Buy |
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2024
Q1 | $2.98M | Buy |
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2023
Q4 | $2.73M | Buy |
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2023
Q3 | $2.54M | Buy |
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2023
Q2 | $2.42M | Buy |
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2023
Q1 | $2.17M | Buy |
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2022
Q4 | $1.31M | Buy |
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2022
Q3 | $772K | Buy |
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2022
Q2 | $695K | Buy |
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2022
Q1 | $687K | Buy |
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2021
Q4 | $581K | Buy |
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2021
Q3 | $406K | Sell |
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2021
Q2 | $430K | Buy |
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2021
Q1 | $362K | Buy |
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2020
Q4 | $361K | Sell |
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2020
Q3 | $499K | Buy |
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2020
Q2 | $472K | Buy |
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2020
Q1 | $455K | Sell |
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2019
Q4 | $500K | Buy |
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