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Concord Wealth Partners’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Concord Wealth Partners’s Portfolio FISR Stock Details FISR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-33
Closed -$1K – 495
2022
Q2 		$1K Buy
+33
New +$906 ﹤0.01% 1129

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Concord Wealth Partners's FISR Position: Q3 2022 in Review

Concord Wealth Partners sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2022, closing a stake of 33 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in FISR in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 38 funds tracked by Wall St. Rank hold FISR as of Q3 2022.

  • Concord Wealth Partners reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 33 State Street Fixed Income Sector Rotation ETF shares in Q3 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's State Street Fixed Income Sector Rotation ETF position peaked at $1K in Q2 2022.
  • 38 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.