Pine Harbor 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
2024 Q4	–	Sell	-19,270	Closed	-$594K	–	101
2024 Q3	$594K	Hold	19,270	–	–	0.3%	46
2024 Q2	$594K	Hold	19,270	–	–	0.35%	44
2024 Q1	$594K	Hold	19,270	–	–	0.37%	45
2023 Q4	$589K	Buy	+19,270	New	+$589K	0.45%	42