LWM
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Laidlaw Wealth Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Laidlaw Wealth Management’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
2020
Q1 		– Sell
-30,000
Closed -$934K – 158
2019
Q4 		$934K Buy
+30,000
New +$941K 0.59% 64

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Laidlaw Wealth Management's FISR Position: Q1 2020 in Review

Laidlaw Wealth Management sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2020, closing a stake of 30,000 shares — an estimated $934K sold.

Laidlaw Wealth Management first reported a position in FISR in Q4 2019 and held it in 1 quarter. The position peaked at $934K in Q4 2019. 14 funds tracked by Wall St. Rank hold FISR as of Q1 2020.

  • Laidlaw Wealth Management reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2020 after selling out during the quarter.
  • Laidlaw Wealth Management sold 30,000 State Street Fixed Income Sector Rotation ETF shares in Q1 2020, an estimated $934K.
  • Laidlaw Wealth Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2019 and held it in 1 quarter.
  • Laidlaw Wealth Management's State Street Fixed Income Sector Rotation ETF position peaked at $934K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2020.

Based on Laidlaw Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.