Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.25M | Buy |
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|
2025
Q1 | $100K | Hold |
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|
2024
Q4 | $99.7K | Hold |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $100K | Hold |
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|
2024
Q1 | $100K | Hold |
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|
2023
Q4 | $99.3K | Hold |
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|
2023
Q3 | $99.7K | Hold |
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|
2023
Q2 | $99.6K | Hold |
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|
2023
Q1 | $98.8K | Hold |
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|
2022
Q4 | $98.6K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $70K | Sell |
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|
2021
Q2 | $988K | Sell |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $954K | Sell |
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|
2019
Q1 | $984K | Sell |
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|
2018
Q4 | $1.01M | Buy |
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