Holistic Financial Partners’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
2018 Q2	–	Sell	-6,136	Closed	-$189K	–	159
2018 Q1	$189K	Sell	6,136 -1,780	-22%	-$54.8K	0.16%	70
2017 Q4	$243K	Buy	+7,916	New	+$243K	0.2%	59