Legacy Capital Wealth Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Legacy Capital Wealth Partners’s Portfolio FLRN Stock Details FLRN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$539K	Buy
2024 Q4	–	Sell
2024 Q3	$1.07M	Buy
2024 Q2	$641K	Buy
2024 Q1	–	Sell
2023 Q4	$1.03M	Sell
2023 Q3	$1.04M	Buy
2023 Q2	–	Sell
2023 Q1	$1.12M	Buy