OneDigital Investment 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 | $202K | Sell |
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2025
Q2 | $208K | Sell |
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2025
Q1 | $337K | Sell |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $804K | Sell |
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|
2024
Q2 | $858K | Sell |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $3.19M | Sell |
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|
2023
Q1 | $3.37M | Sell |
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|
2022
Q4 | $12.3M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $75K | Buy |
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|
2019
Q1 | $36K | Sell |
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|
2018
Q4 | $48K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $200K | Hold |
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|
2018
Q1 | $200K | Sell |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $200K | Buy |
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