Walkner Condon Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45,467
| Closed | -$1.15M | – | 277 |
|
|
2024
Q4 | $1.15M | Hold |
45,467
| – | – | 0.23% | 85 |
|
|
2024
Q3 | $1.21M | Sell |
45,467
-131
| -0.3% | -$3.48K | 0.25% | 85 |
|
|
2024
Q2 | $1.16M | Sell |
45,598
-2,102
| -4% | -$53.5K | 0.25% | 86 |
|
|
2024
Q1 | $1.22M | Buy |
47,700
+13,689
| +40% | +$351K | 0.26% | 84 |
|
|
2023
Q4 | $885K | Buy |
+34,011
| New | +$885K | 0.2% | 101 |
|