WT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $989K | Buy |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $831K | Buy |
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|
2022
Q2 | $776K | Buy |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $775K | Sell |
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|
2021
Q2 | $818K | Buy |
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|
2021
Q1 | $784K | Sell |
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|
2020
Q4 | $2.3M | Sell |
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|
2020
Q3 | $2.37M | Buy |
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