Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,225
| Closed | -$37.6K | – | 288 |
|
|
2020
Q1 | $37.6K | Buy |
+1,225
| New | +$37.6K | 0.04% | 136 |
|
|
2019
Q4 | – | Sell |
-3,215
| Closed | -$99K | – | 143 |
|
|
2019
Q3 | $99K | Hold |
3,215
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $99K | Sell |
3,215
-800
| -20% | -$24.6K | 0.09% | 107 |
|
|
2019
Q1 | $123K | Hold |
4,015
| – | – | 0.11% | 96 |
|
|
2018
Q4 | $122K | Sell |
4,015
-17,155
| -81% | -$521K | 0.12% | 99 |
|
|
2018
Q3 | $652K | Buy |
21,170
+8,285
| +64% | +$255K | 0.54% | 68 |
|
|
2018
Q2 | $396K | Buy |
12,885
+11,660
| +952% | +$359K | 0.36% | 72 |
|
|
2018
Q1 | $37.6K | Buy |
+1,225
| New | +$37.6K | 0.04% | 136 |
|