Orgel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.33M | Sell |
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|
2018
Q4 | $1.66M | Sell |
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|
2018
Q3 | $87M | Sell |
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|
2018
Q2 | $217M | Buy |
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|
2018
Q1 | $208M | Buy |
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|
2017
Q4 | $168M | Buy |
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|
2017
Q3 | $69.2M | Buy |
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|
2017
Q2 | $66.6M | Buy |
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|
2017
Q1 | $62.6M | Buy |
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