Hedeker Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-179,878
| Closed | -$5.47M | – | 92 |
|
|
2023
Q1 | $5.47M | Sell |
179,878
-188,020
| -51% | -$5.72M | 1.95% | 13 |
|
|
2022
Q4 | $11.2M | Buy |
367,898
+162,407
| +79% | +$4.94M | 4.18% | 2 |
|
|
2022
Q3 | $6.23M | Buy |
205,491
+1,431
| +0.7% | +$43.4K | 2.42% | 4 |
|
|
2022
Q2 | $6.17M | Buy |
204,060
+11,458
| +6% | +$346K | 2.13% | 7 |
|
|
2022
Q1 | $5.87M | Buy |
+192,602
| New | +$5.87M | 1.78% | 14 |
|