Personal CFO Solutions’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-37,285
Closed -$1.1M 327
2020
Q1
$1.1M Sell
37,285
-57,220
-61% -$1.68M 0.39% 55
2019
Q4
$2.9M Buy
94,505
+69,747
+282% +$2.14M 0.83% 23
2019
Q3
$762K Buy
+24,758
New +$762K 0.3% 79