New Wave Wealth Advisors’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
Q1
Sell
-63
Closed -$1.94K 319
2024
Q4
$1.94K Sell
63
-7,184
-99% -$221K ﹤0.01% 554
2024
Q3
$224K Buy
+7,247
New +$224K 0.1% 132