GeoWealth Management’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $979K | Sell |
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|
2024
Q4 | $6.2M | Sell |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $7.4M | Buy |
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|
2023
Q4 | $6.05M | Buy |
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|
2023
Q3 | $4.86M | Sell |
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|
2023
Q2 | $5.19M | Sell |
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|
2023
Q1 | $5.61M | Sell |
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|
2022
Q4 | $5.6M | Buy |
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|
2022
Q3 | $4.44M | Buy |
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|
2022
Q2 | $2.7M | Buy |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $2.72M | Buy |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $2.6M | Buy |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $814K | Buy |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $226K | Buy |
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