Forthright Family Wealth Advisory’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
2024 Q3	–	Sell	-75,440	Closed	-$2.33M	–	71
2024 Q2	$2.33M	Buy	75,440 +2,816	+4%	+$86.9K	1.5%	19
2024 Q1	$2.24M	Buy	72,624 +33,106	+84%	+$1.02M	1.5%	18
2023 Q4	$1.21M	Buy	+39,518	New	+$1.21M	0.95%	24