Hibernia Wealth Partners’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.9M | Buy |
692,390
+336,131
| +94% | +$8.69M | 5.78% | 5 |
|
2025
Q1 | $9.22M | Sell |
356,259
-5,501
| -2% | -$142K | 6.55% | 6 |
|
2024
Q4 | $9.17M | Sell |
361,760
-365,779
| -50% | -$9.28M | 5.98% | 5 |
|
2024
Q3 | $19.3M | Sell |
727,539
-14,063
| -2% | -$374K | 5.79% | 5 |
|
2024
Q2 | $18.9M | Buy |
741,602
+401,104
| +118% | +$10.2M | 6.57% | 6 |
|
2024
Q1 | $8.73M | Buy |
340,498
+2,231
| +0.7% | +$57.2K | 5.91% | 6 |
|
2023
Q4 | $8.8M | Buy |
+338,267
| New | +$8.8M | 6.59% | 4 |
|