Crestmont Private Wealth’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
Q1 | – | Sell |
-263,214
| Closed | -$6.18M | – | 84 |
|
|
2024
Q4 | $6.18M | Buy |
263,214
+10,766
| +4% | +$253K | 2.78% | 11 |
|
|
2024
Q3 | $6.07M | Buy |
252,448
+17,234
| +7% | +$414K | 2.65% | 11 |
|
|
2024
Q2 | $5.46M | Sell |
235,214
-12,769
| -5% | -$297K | 2.63% | 11 |
|
|
2024
Q1 | $5.82M | Sell |
247,983
-7,629
| -3% | -$179K | 2.89% | 10 |
|
|
2023
Q4 | $5.98M | Buy |
+255,612
| New | +$5.98M | 3.04% | 10 |
|