Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-287
| Closed | -$9K | – | 103 |
|
|
2021
Q1 | $9K | Hold |
287
| – | – | ﹤0.01% | 150 |
|
|
2020
Q4 | $9K | Hold |
287
| – | – | ﹤0.01% | 152 |
|
|
2020
Q3 | $9K | Hold |
287
| – | – | ﹤0.01% | 150 |
|
|
2020
Q2 | $9K | Hold |
287
| – | – | ﹤0.01% | 136 |
|
|
2020
Q1 | $8K | Hold |
287
| – | – | ﹤0.01% | 129 |
|
|
2019
Q4 | $9K | Buy |
+287
| New | +$9K | ﹤0.01% | 148 |
|