Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,924
| Closed | -$457K | – | 63 |
|
|
2021
Q1 | $457K | Buy |
14,924
+2,452
| +20% | +$75.1K | 0.39% | 40 |
|
|
2020
Q4 | $382K | Sell |
12,472
-934
| -7% | -$28.6K | 0.31% | 39 |
|
|
2020
Q3 | $410K | Sell |
13,406
-55,403
| -81% | -$1.69M | 0.36% | 37 |
|
|
2020
Q2 | $2.1M | Sell |
68,809
-15,029
| -18% | -$458K | 2.08% | 19 |
|
|
2020
Q1 | $2.47M | Sell |
83,838
-1,391
| -2% | -$40.9K | 3% | 13 |
|
|
2019
Q4 | $2.62M | Buy |
+85,229
| New | +$2.62M | 2.38% | 17 |
|