High Net Worth Advisory Group’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-600
| Closed | -$18.2K | – | 323 |
|
|
2022
Q4 | $18.2K | Sell |
600
-2,678
| -82% | -$81.4K | 0.01% | 450 |
|
|
2022
Q3 | $99K | Hold |
3,278
| – | – | 0.04% | 240 |
|
|
2022
Q2 | $99K | Hold |
3,278
| – | – | 0.04% | 238 |
|
|
2022
Q1 | $100K | Hold |
3,278
| – | – | 0.04% | 248 |
|
|
2021
Q4 | $100K | Buy |
+3,278
| New | +$100K | 0.03% | 254 |
|