Wells Financial Advisors’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
2021
Q4
Sell
-32,284
Closed -$990K 62
2021
Q3
$990K Buy
32,284
+1,538
+5% +$47.2K 0.84% 22
2021
Q2
$942K Buy
30,746
+2,054
+7% +$62.9K 0.79% 24
2021
Q1
$879K Buy
+28,692
New +$879K 0.79% 24