BWP
Balboa Wealth Partners’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
90,923
+11,019
| +14% | +$285K | 0.47% | 42 |
|
|
2025
Q1 | $2.07M | Buy |
79,904
+6,926
| +9% | +$179K | 0.5% | 39 |
|
|
2024
Q4 | $1.85M | Sell |
72,978
-9,591
| -12% | -$243K | 0.42% | 44 |
|
|
2024
Q3 | $2.2M | Buy |
82,569
+11,469
| +16% | +$305K | 0.55% | 34 |
|
|
2024
Q2 | $1.81M | Sell |
71,100
-215
| -0.3% | -$5.47K | 0.48% | 34 |
|
|
2024
Q1 | $1.83M | Buy |
71,315
+18,088
| +34% | +$464K | 0.54% | 32 |
|
|
2023
Q4 | $1.38M | Buy |
53,227
+2,151
| +4% | +$56K | 0.46% | 33 |
|
|
2023
Q3 | $1.26M | Sell |
51,076
-2,372
| -4% | -$58.7K | 0.47% | 33 |
|
|
2023
Q2 | $1.38M | Buy |
53,448
+4,107
| +8% | +$106K | 0.48% | 33 |
|
|
2023
Q1 | $1.3M | Sell |
49,341
-532
| -1% | -$14K | 0.49% | 33 |
|
|
2022
Q4 | $1.28M | Buy |
49,873
+30,412
| +156% | +$779K | 0.58% | 35 |
|
|
2022
Q3 | $497K | Buy |
+19,461
| New | +$497K | 0.22% | 89 |
|