Personal Wealth Partners’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
Q1 | – | Sell |
-6,754
| Closed | -$208K | – | 254 |
|
|
2019
Q4 | $208K | Sell |
6,754
-7,956
| -54% | -$245K | 0.09% | 67 |
|
|
2019
Q3 | $452K | Hold |
14,710
| – | – | 0.21% | 40 |
|
|
2019
Q2 | $452K | Hold |
14,710
| – | – | 0.22% | 35 |
|
|
2019
Q1 | $452K | Sell |
14,710
-10,241
| -41% | -$315K | 0.24% | 36 |
|
|
2018
Q4 | $758K | Buy |
+24,951
| New | +$758K | 0.48% | 21 |
|