JFS Wealth Advisors’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
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2025
Q1 | $117K | Buy |
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|
2024
Q4 | $116K | Buy |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $111K | Sell |
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|
2023
Q4 | $158K | Buy |
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|
2023
Q3 | $157K | Sell |
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|
2023
Q2 | $172K | Buy |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $179K | Sell |
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|
2022
Q1 | $182K | Sell |
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|
2021
Q4 | $184K | Hold |
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|
2021
Q3 | $184K | Buy |
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