BSWM
Boston Standard Wealth Management’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-29,288
| Closed | -$898K | – | 32 |
|
|
2019
Q2 | $898K | Sell |
29,288
-49,364
| -63% | -$1.51M | 0.44% | 21 |
|
|
2019
Q1 | $2.41M | Sell |
78,652
-24,524
| -24% | -$752K | 1.25% | 13 |
|
|
2018
Q4 | $3.13M | Buy |
103,176
+91,678
| +797% | +$2.78M | 1.86% | 12 |
|
|
2018
Q3 | $353K | Buy |
+11,498
| New | +$353K | 0.19% | 24 |
|