United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $578K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $658K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $351K | Sell |
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|
2020
Q2 | $475K | Sell |
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|
2020
Q1 | $683K | Sell |
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|
2019
Q4 | $2.26M | Buy |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $302K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $234K | Buy |
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