Octavia Wealth Advisors’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 | $369K | Buy |
|
|||||
|
2025
Q2 | $339K | Sell |
|
|||||
|
2025
Q1 | $369K | Hold |
|
|||||
|
2024
Q4 | $368K | Hold |
|
|||||
|
2024
Q3 | $369K | Hold |
|
|||||
|
2024
Q2 | $369K | Buy |
|
|||||
|
2024
Q1 | $339K | Sell |
|
|||||
|
2023
Q4 | $366K | Hold |
|
|||||
|
2023
Q3 | $368K | Sell |
|
|||||
|
2023
Q2 | $389K | Buy |
|
|||||
|
2023
Q1 | $356K | Sell |
|
|||||
|
2022
Q4 | $385K | Hold |
|
|||||
|
2022
Q3 | $384K | Hold |
|
|||||
|
2022
Q2 | $381K | Hold |
|
|||||
|
2022
Q1 | $386K | Hold |
|
|||||
|
2021
Q4 | $387K | Hold |
|
|||||
|
2021
Q3 | $389K | Hold |
|
|||||
|
2021
Q2 | $388K | Sell |
|
|||||
|
2021
Q1 | $411K | Hold |
|
|||||
|
2020
Q4 | $410K | Buy |
|