McNaughton 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
2020
Q4
Sell
-6,654
Closed -$203K 50
2020
Q3
$203K Sell
6,654
-25,781
-79% -$787K 0.18% 47
2020
Q2
$989K Sell
32,435
-36,318
-53% -$1.11M 0.92% 26
2020
Q1
$2.02M Sell
68,753
-376
-0.5% -$11.1K 2.16% 15
2019
Q4
$2.13M Buy
+69,129
New +$2.13M 1.98% 15