Strategic Wealth Partners’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 | $19.2K | Sell |
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|
2025
Q2 | $455K | Buy |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $499K | Sell |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $505K | Hold |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $530K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $329K | Sell |
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|
2020
Q1 | $879K | Hold |
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|
2019
Q4 | $879K | Sell |
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|
2019
Q3 | $1.56K | Sell |
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|
2019
Q2 | $2.81M | Sell |
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|
2019
Q1 | $4.07M | Sell |
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|
2018
Q4 | $5.54M | Sell |
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|
2018
Q3 | $4.98M | Buy |
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|
2018
Q2 | $4.62M | Buy |
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|
2018
Q1 | $3.98M | Buy |
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|
2017
Q4 | $1.16M | Buy |
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