Modera Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $656K | Buy |
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|
2025
Q2 | $654K | Sell |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $659K | Buy |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $504K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $581K | Sell |
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|
2021
Q4 | $603K | Buy |
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|
2021
Q3 | $505K | Buy |
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|
2021
Q2 | $500K | Buy |
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