Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,645
| Closed | -$204K | – | 116 |
|
|
2023
Q3 | $204K | Hold |
6,645
| – | – | 0.25% | 113 |
|
|
2023
Q2 | $204K | Hold |
6,645
| – | – | 0.21% | 107 |
|
|
2023
Q1 | $202K | Hold |
6,645
| – | – | 0.2% | 114 |
|
|
2022
Q4 | $202K | Hold |
6,645
| – | – | 0.16% | 92 |
|
|
2022
Q3 | $201K | Hold |
6,645
| – | – | 0.16% | 85 |
|
|
2022
Q2 | $200K | Buy |
+6,645
| New | +$200K | 0.15% | 87 |
|