Liberty Wealth Management’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
9,324
-8,356
| -47% | -$258K | 0.05% | 172 |
|
|
2025
Q1 | $545K | Buy |
17,680
+4,091
| +30% | +$126K | 0.1% | 86 |
|
|
2024
Q4 | $418K | Buy |
+13,589
| New | +$418K | 0.07% | 132 |
|
|
2024
Q3 | – | Sell |
-96,003
| Closed | -$96K | – | 228 |
|
|
2024
Q2 | $96K | Buy |
+96,003
| New | +$96K | 0.02% | 205 |
|
|
2023
Q3 | – | Sell |
-15,190
| Closed | -$466K | – | 181 |
|
|
2023
Q2 | $466K | Buy |
15,190
+4,571
| +43% | +$140K | 0.12% | 99 |
|
|
2023
Q1 | $323K | Buy |
+10,619
| New | +$323K | 0.07% | 164 |
|