Viridian RIA’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 |
-134,745
| Closed | -$4.12M | – | 21 |
|
|
2021
Q4 | $4.12M | Buy |
+134,745
| New | +$4.12M | 0.87% | 25 |
|
|
2021
Q3 | – | Hold |
0
| – | -$4.31M | – | 29 |
|
|
2021
Q2 | – | Hold |
0
| – | -$4.56M | – | 20 |
|
|
2021
Q1 | – | Sell |
-172,265
| Closed | -$5.27M | – | 16 |
|
|
2020
Q4 | $5.27M | Buy |
172,265
+9,121
| +6% | +$279K | 1.46% | 15 |
|
|
2020
Q3 | $4.99M | Buy |
+163,144
| New | +$4.99M | 1.65% | 15 |
|