Outlook 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 | $647K | Sell |
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|
2025
Q2 | $8.3M | Buy |
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|
2025
Q1 | $8.17M | Buy |
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|
2024
Q4 | $7.57M | Sell |
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|
2024
Q3 | $8M | Buy |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $7.2M | Sell |
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|
2023
Q4 | $7.28M | Buy |
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|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $3.9M | Sell |
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|
2022
Q3 | $4M | Buy |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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