Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,767
| Closed | -$210K | – | 767 |
|
|
2021
Q3 | $210K | Sell |
6,767
-16
| -0.2% | -$497 | 0.04% | 427 |
|
|
2021
Q2 | $212K | Sell |
6,783
-819
| -11% | -$25.6K | 0.03% | 483 |
|
|
2021
Q1 | $234K | Buy |
7,602
+1
| +0% | +$31 | 0.04% | 409 |
|
|
2020
Q4 | $244K | Buy |
7,601
+59
| +0.8% | +$1.89K | 0.04% | 384 |
|
|
2020
Q3 | $242K | Buy |
7,542
+60
| +0.8% | +$1.93K | 0.04% | 344 |
|
|
2020
Q2 | $239K | Buy |
+7,482
| New | +$239K | 0.04% | 333 |
|