RMR Wealth Builders’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
8,125
| – | – | 0.02% | 250 |
|
|
2025
Q1 | $250K | Sell |
8,125
-1,530
| -16% | -$47.2K | 0.03% | 227 |
|
|
2024
Q4 | $297K | Sell |
9,655
-5,124
| -35% | -$157K | 0.03% | 211 |
|
|
2024
Q3 | $456K | Hold |
14,779
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $456K | Buy |
14,779
+2,908
| +24% | +$89.7K | 0.05% | 157 |
|
|
2024
Q1 | $366K | Buy |
+11,871
| New | +$366K | 0.04% | 185 |
|