BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $661K | Sell |
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|
2021
Q4 | $711K | Sell |
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|
2021
Q3 | $797K | Buy |
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|
2021
Q2 | $757K | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.52M | Sell |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $1.66M | Buy |
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