Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $274K | Sell |
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|
2021
Q2 | $371K | Sell |
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|
2021
Q1 | $661K | Sell |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $339K | Buy |
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|
2019
Q3 | $295K | Sell |
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|
2019
Q2 | $457K | Buy |
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|
2019
Q1 | $381K | Buy |
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|
2018
Q4 | $354K | Buy |
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