Heritage Wealth Management (Arizona)’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
2022 Q4	$42.5K	Buy	1,400 +700	+100%	+$21.3K	0.01%	525
2022 Q3	$21K	Hold	700	–	–	0.01%	521
2022 Q2	$21.1K	Hold	700	–	–	0.01%	537
2022 Q1	$21K	Buy	+700	New	+$21K	0.01%	586
2021 Q3	$37K	Sell	1,200 -1,178	-50%	-$36.3K	0.01%	488
2021 Q2	$73K	Buy	+2,378	New	+$73K	0.03%	397