Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
3,346
-433
| -11% | -$13.4K | 0.01% | 470 |
|
|
2025
Q1 | $116K | Sell |
3,779
-3,062
| -45% | -$94.4K | 0.02% | 409 |
|
|
2024
Q4 | $210K | Buy |
+6,841
| New | +$210K | 0.03% | 317 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$15K | – | 348 |
|
|
2019
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 668 |
|
|
2019
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 665 |
|
|
2019
Q1 | $15K | Buy |
+500
| New | +$15K | 0.01% | 684 |
|