KMG Fiduciary Partners’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $467K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $479K | Sell |
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|
2021
Q1 | $659K | Buy |
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|
2020
Q4 | $658K | Buy |
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|
2020
Q3 | $658K | Sell |
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|
2020
Q2 | $751K | Sell |
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|
2020
Q1 | $744K | Sell |
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|
2019
Q4 | $910K | Buy |
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|
2019
Q3 | $646K | Buy |
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