Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,819
| Closed | -$209K | – | 70 |
|
|
2020
Q4 | $209K | Sell |
6,819
-3,582
| -34% | -$110K | 0.13% | 60 |
|
|
2020
Q3 | $318K | Sell |
10,401
-1,158
| -10% | -$35.4K | 0.22% | 48 |
|
|
2020
Q2 | $352K | Sell |
11,559
-233
| -2% | -$7.1K | 0.26% | 45 |
|
|
2020
Q1 | $347K | Sell |
11,792
-536
| -4% | -$15.8K | 0.29% | 45 |
|
|
2019
Q4 | $379K | Sell |
12,328
-620
| -5% | -$19.1K | 0.27% | 51 |
|
|
2019
Q3 | $398K | Buy |
12,948
+108
| +0.8% | +$3.32K | 0.29% | 50 |
|
|
2019
Q2 | $395K | Buy |
+12,840
| New | +$395K | 0.32% | 40 |
|