Carson Wealth (CWM LLC)’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27.7M | Buy |
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|
2025
Q2 | $27.1M | Buy |
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|
2025
Q1 | $26M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $11.7M | Sell |
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|
2024
Q1 | $25.5M | Buy |
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|
2023
Q4 | $22.2M | Buy |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $822K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $61K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $880K | Buy |
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|
2018
Q1 | $181K | Buy |
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