OWA
Outlook Wealth Advisors’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 | $1.3M | Buy |
50,194
+34,822
| +227% | +$900K | 0.33% | 55 |
|
|
2025
Q1 | $398K | Buy |
+15,372
| New | +$398K | 0.11% | 180 |
|
|
2024
Q4 | – | Sell |
-35,265
| Closed | -$938K | – | 259 |
|
|
2024
Q3 | $938K | Buy |
35,265
+22,623
| +179% | +$602K | 0.27% | 73 |
|
|
2024
Q2 | $1.99M | Sell |
12,642
-2,567
| -17% | -$403K | 0.62% | 33 |
|
|
2024
Q1 | $390K | Buy |
+15,209
| New | +$390K | 0.12% | 168 |
|
|
2023
Q2 | – | Sell |
-19,607
| Closed | -$517K | – | 208 |
|
|
2023
Q1 | $517K | Buy |
+19,607
| New | +$517K | 0.23% | 109 |
|