Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $36K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $231K | Sell |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $250K | Buy |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $291K | Sell |
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|
2017
Q4 | $304K | Sell |
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|
2017
Q3 | $399K | Buy |
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|
2017
Q2 | $108K | Buy |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $14K | Sell |
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|
2016
Q3 | $101K | Hold |
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|
2016
Q2 | $101K | Buy |
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