Pinnacle Family Advisors’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 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.1M | Hold |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $670K | Sell |
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|
2022
Q2 | $727K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $845K | Buy |
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|
2019
Q3 | $835K | Buy |
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|
2019
Q2 | $734K | Buy |
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|
2019
Q1 | $722K | Sell |
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|
2018
Q4 | $776K | Sell |
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|
2018
Q3 | $812K | Sell |
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|
2018
Q2 | $1.98M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $486K | Buy |
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