Lucia Wealth Services’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Lucia Wealth Services’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
2020 Q3	$5.74M	Sell
2020 Q2	$5.82M	Buy
2020 Q1	$3.5M	Buy
2019 Q4	$658K	Buy
2019 Q3	$306K	Sell
2019 Q2	$318K	Buy