Worth Financial Advisory Group’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
Q2 | – | Sell |
-10,715
| Closed | -$277K | – | 156 |
|
|
2025
Q1 | $277K | Sell |
10,715
-4,789
| -31% | -$124K | 0.18% | 129 |
|
|
2024
Q4 | $393K | Sell |
15,504
-4,548
| -23% | -$115K | 0.24% | 94 |
|
|
2024
Q3 | $533K | Buy |
20,052
+5,755
| +40% | +$153K | 0.31% | 76 |
|
|
2024
Q2 | $364K | Buy |
+14,297
| New | +$364K | 0.24% | 96 |
|
|
2023
Q3 | – | Sell |
-9,568
| Closed | -$247K | – | 125 |
|
|
2023
Q2 | $247K | Sell |
9,568
-283
| -3% | -$7.32K | 0.23% | 101 |
|
|
2023
Q1 | $260K | Buy |
+9,851
| New | +$260K | 0.25% | 98 |
|