FirstPurpose 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
2024 Q1	$1.63M	Sell	70,484 -103	-0.1%	-$2.38K	0.59%	25
2023 Q4	$1.65M	Buy	70,587 +13,607	+24%	+$318K	0.63%	26
2023 Q3	$1.28M	Buy	56,980 +35,301	+163%	+$791K	0.55%	31
2023 Q2	$495K	Buy	21,679 +12,650	+140%	+$289K	0.21%	83
2023 Q1	$207K	Buy	+9,029	New	+$207K	0.1%	179