Guardian Wealth Advisors (North Carolina)’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 | $987 | Hold |
32
| – | – | ﹤0.01% | 536 |
|
|
2025
Q1 | $986 | Hold |
32
| – | – | ﹤0.01% | 512 |
|
|
2024
Q4 | $983 | Hold |
32
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $987 | Hold |
32
| – | – | ﹤0.01% | 434 |
|
|
2024
Q2 | $987 | Hold |
32
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $987 | Hold |
32
| – | – | ﹤0.01% | 437 |
|
|
2023
Q4 | $979 | Hold |
32
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $983 | Hold |
32
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $982 | Sell |
32
-2
| -6% | -$61 | ﹤0.01% | 400 |
|
|
2023
Q1 | $1.04K | Hold |
34
| – | – | ﹤0.01% | 391 |
|
|
2022
Q4 | $1.03K | Hold |
34
| – | – | ﹤0.01% | 359 |
|
|
2022
Q3 | $1K | Sell |
34
-1,431
| -98% | -$42.1K | ﹤0.01% | 329 |
|
|
2022
Q2 | $44K | Buy |
+1,465
| New | +$44K | 0.01% | 236 |
|