Guardian 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
Q1 | – | Sell |
-115
| Closed | -$3.52K | – | 234 |
|
|
2024
Q4 | $3.52K | Buy |
115
+2
| +2% | +$61 | ﹤0.01% | 196 |
|
|
2024
Q3 | $3.49K | Buy |
113
+2
| +2% | +$62 | ﹤0.01% | 202 |
|
|
2024
Q2 | $3.42K | Buy |
111
+2
| +2% | +$62 | ﹤0.01% | 197 |
|
|
2024
Q1 | $3.37K | Buy |
109
+1
| +0.9% | +$31 | ﹤0.01% | 194 |
|
|
2023
Q4 | $3.31K | Buy |
108
+2
| +2% | +$61 | ﹤0.01% | 203 |
|
|
2023
Q3 | $3.26K | Buy |
106
+1
| +1% | +$31 | ﹤0.01% | 190 |
|
|
2023
Q2 | $3.21K | Buy |
105
+2
| +2% | +$61 | ﹤0.01% | 197 |
|
|
2023
Q1 | $3.14K | Buy |
103
+1
| +1% | +$31 | ﹤0.01% | 201 |
|
|
2022
Q4 | $3.11K | Buy |
102
+1
| +1% | +$30 | ﹤0.01% | 212 |
|
|
2022
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 203 |
|
|
2022
Q2 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 194 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 202 |
|
|
2021
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 200 |
|