WBH Advisory’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
2023
Q4
Sell
-9,283
Closed -$285K 307
2023
Q3
$285K Sell
9,283
-9,336
-50% -$287K 0.04% 256
2023
Q2
$571K Sell
18,619
-33,133
-64% -$1.02M 0.07% 192
2023
Q1
$1.57M Buy
+51,752
New +$1.57M 0.2% 106