WMA
Wealth Management Associates’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-29,000
| Closed | -$884K | – | 184 |
|
|
2022
Q1 | $884K | Hold |
29,000
| – | – | 0.5% | 46 |
|
|
2021
Q4 | $887K | Hold |
29,000
| – | – | 0.48% | 49 |
|
|
2021
Q3 | $889K | Hold |
29,000
| – | – | 0.52% | 44 |
|
|
2021
Q2 | $889K | Buy |
+29,000
| New | +$889K | 0.5% | 47 |
|