Ashton Thomas Private Wealth’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,768
| Closed | -$111K | – | 1660 |
|
2024
Q2 | $111K | Buy |
+4,768
| New | +$111K | 0.01% | 723 |
|
2024
Q1 | – | Sell |
-25,504
| Closed | -$596K | – | 614 |
|
2023
Q4 | $596K | Sell |
25,504
-1,650
| -6% | -$38.6K | 0.04% | 386 |
|
2023
Q3 | $609K | Buy |
27,154
+1,084
| +4% | +$24.3K | 0.04% | 369 |
|
2023
Q2 | $595K | Sell |
26,070
-791
| -3% | -$18.1K | 0.05% | 372 |
|
2023
Q1 | $617K | Buy |
+26,861
| New | +$617K | 0.05% | 330 |
|