RWPA
Richard W. Paul & Associates’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 | $380K | Buy |
14,689
+9,897
| +207% | +$256K | 0.14% | 131 |
|
|
2025
Q1 | $124K | Buy |
4,792
+2,809
| +142% | +$72.7K | 0.05% | 177 |
|
|
2024
Q4 | $50.3K | Sell |
1,983
-9,390
| -83% | -$238K | 0.02% | 209 |
|
|
2024
Q3 | $302K | Buy |
11,373
+5,637
| +98% | +$150K | 0.11% | 149 |
|
|
2024
Q2 | $146K | Sell |
5,736
-809
| -12% | -$20.6K | 0.06% | 180 |
|
|
2024
Q1 | $168K | Buy |
6,545
+701
| +12% | +$18K | 0.07% | 175 |
|
|
2023
Q4 | $152K | Buy |
5,844
+2,512
| +75% | +$65.4K | 0.06% | 177 |
|
|
2023
Q3 | $82.4K | Sell |
3,332
-2,427
| -42% | -$60K | 0.04% | 187 |
|
|
2023
Q2 | $149K | Sell |
5,759
-7,012
| -55% | -$181K | 0.06% | 183 |
|
|
2023
Q1 | $337K | Sell |
12,771
-10,096
| -44% | -$266K | 0.16% | 143 |
|
|
2022
Q4 | $585K | Buy |
+22,867
| New | +$585K | 0.29% | 92 |
|