MWM
Maripau Wealth Management’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
12,084
+1,508
| +14% | +$39K | 0.16% | 117 |
|
|
2025
Q1 | $274K | Sell |
10,576
-837
| -7% | -$21.7K | 0.16% | 108 |
|
|
2024
Q4 | $289K | Sell |
11,413
-589
| -5% | -$14.9K | 0.17% | 110 |
|
|
2024
Q3 | $319K | Sell |
12,002
-354
| -3% | -$9.41K | 0.28% | 46 |
|
|
2024
Q2 | $314K | Sell |
12,356
-1,556
| -11% | -$39.6K | 0.21% | 93 |
|
|
2024
Q1 | $357K | Buy |
13,912
+708
| +5% | +$18.1K | 0.27% | 81 |
|
|
2023
Q4 | $344K | Sell |
13,204
-45
| -0.3% | -$1.17K | 0.3% | 70 |
|
|
2023
Q3 | $328K | Sell |
13,249
-629
| -5% | -$15.6K | 0.3% | 69 |
|
|
2023
Q2 | $359K | Buy |
13,878
+129
| +0.9% | +$3.34K | 0.32% | 62 |
|
|
2023
Q1 | $362K | Buy |
13,749
+273
| +2% | +$7.2K | 0.38% | 51 |
|
|
2022
Q4 | $359K | Buy |
13,476
+822
| +6% | +$21.9K | 0.37% | 53 |
|
|
2022
Q3 | $318K | Buy |
12,654
+1,172
| +10% | +$29.5K | 0.34% | 57 |
|
|
2022
Q2 | $320K | Sell |
11,482
-1,743
| -13% | -$48.6K | 0.35% | 56 |
|
|
2022
Q1 | $364K | Sell |
13,225
-255
| -2% | -$7.02K | 0.33% | 57 |
|
|
2021
Q4 | $398K | Buy |
+13,480
| New | +$398K | 0.38% | 57 |
|