Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.2K | Hold |
2,278
| – | – | ﹤0.01% | 433 |
|
|
2025
Q1 | $53.4K | Sell |
2,278
-331
| -13% | -$7.75K | ﹤0.01% | 409 |
|
|
2024
Q4 | $61.2K | Buy |
2,609
+42
| +2% | +$986 | ﹤0.01% | 369 |
|
|
2024
Q3 | $61.7K | Buy |
2,567
+29
| +1% | +$697 | ﹤0.01% | 371 |
|
|
2024
Q2 | $59K | Buy |
2,538
+28
| +1% | +$650 | ﹤0.01% | 374 |
|
|
2024
Q1 | $58.9K | Buy |
2,510
+936
| +59% | +$22K | ﹤0.01% | 356 |
|
|
2023
Q4 | $36.8K | Sell |
1,574
-163
| -9% | -$3.81K | ﹤0.01% | 420 |
|
|
2023
Q3 | $39K | Buy |
1,737
+35
| +2% | +$785 | ﹤0.01% | 384 |
|
|
2023
Q2 | $38.9K | Buy |
1,702
+24
| +1% | +$548 | ﹤0.01% | 369 |
|
|
2023
Q1 | $38.6K | Buy |
1,678
+15
| +0.9% | +$345 | ﹤0.01% | 355 |
|
|
2022
Q4 | $37.2K | Buy |
1,663
+1,473
| +775% | +$32.9K | ﹤0.01% | 344 |
|
|
2022
Q3 | $4K | Buy |
+190
| New | +$4K | ﹤0.01% | 742 |
|