Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-43
| Closed | -$1K | – | 656 |
|
|
2020
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 379 |
|
|
2020
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 381 |
|
|
2019
Q4 | $1K | Sell |
43
-2,109
| -98% | -$49K | ﹤0.01% | 771 |
|
|
2019
Q3 | $66K | Buy |
2,152
+608
| +39% | +$18.6K | 0.08% | 65 |
|
|
2019
Q2 | $47K | Buy |
+1,544
| New | +$47K | 0.06% | 73 |
|