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Insight Wealth Strategies’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
2019
Q3
Sell
-9,500
Closed -$292K 192
2019
Q2
$292K Sell
9,500
-76,159
-89% -$2.34M 0.07% 137
2019
Q1
$2.63M Sell
85,659
-589,651
-87% -$18.1M 0.73% 25
2018
Q4
$20.5M Buy
+675,310
New +$20.5M 6.28% 3