Purus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,044
| Closed | -$338K | – | 118 |
|
|
2021
Q4 | $338K | Sell |
11,044
-4,691
| -30% | -$144K | 0.21% | 84 |
|
|
2021
Q3 | $482K | Sell |
15,735
-2,985
| -16% | -$91.4K | 0.33% | 57 |
|
|
2021
Q2 | $574K | Sell |
18,720
-383
| -2% | -$11.7K | 0.41% | 52 |
|
|
2021
Q1 | $585K | Buy |
19,103
+320
| +2% | +$9.8K | 0.49% | 47 |
|
|
2020
Q4 | $575K | Buy |
+18,783
| New | +$575K | 0.51% | 44 |
|