B. Riley Wealth Advisors’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
Q4 | $321K | Sell |
13,665
-26,317
| -66% | -$618K | 0.01% | 847 |
|
|
2024
Q3 | $960K | Buy |
39,982
+9,788
| +32% | +$235K | 0.03% | 509 |
|
|
2024
Q2 | $701K | Buy |
30,194
+10,441
| +53% | +$243K | 0.02% | 668 |
|
|
2024
Q1 | $443K | Sell |
19,753
-13,888
| -41% | -$311K | 0.01% | 857 |
|
|
2023
Q4 | $787K | Buy |
33,641
+13,888
| +70% | +$325K | 0.02% | 603 |
|
|
2023
Q3 | $443K | Buy |
+19,753
| New | +$443K | 0.01% | 857 |
|
|
2023
Q2 | – | Sell |
-21,319
| Closed | -$490K | – | 1638 |
|
|
2023
Q1 | $490K | Buy |
+21,319
| New | +$490K | 0.01% | 808 |
|