Balboa Wealth Partners’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 | – | Sell |
-24,608
| Closed | -$592K | – | 382 |
|
|
2024
Q3 | $592K | Buy |
+24,608
| New | +$592K | 0.15% | 122 |
|
|
2023
Q4 | – | Sell |
-22,977
| Closed | -$515K | – | 315 |
|
|
2023
Q3 | $515K | Buy |
22,977
+13,246
| +136% | +$297K | 0.19% | 97 |
|
|
2023
Q2 | $222K | Buy |
9,731
+384
| +4% | +$8.77K | 0.08% | 213 |
|
|
2023
Q1 | $215K | Buy |
+9,347
| New | +$215K | 0.08% | 215 |
|