Concord 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
2023
Q3
Sell
-50
Closed -$1.14K 1068
2023
Q2
$1.14K Sell
50
-595
-92% -$13.6K ﹤0.01% 936
2023
Q1
$14.8K Sell
645
-81
-11% -$1.86K ﹤0.01% 540
2022
Q4
$16.2K Buy
+726
New +$16.2K ﹤0.01% 564