HHM Wealth Advisors’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
Q2 | – | Sell |
-880
| Closed | -$20.6K | – | 853 |
|
|
2024
Q1 | $20.6K | Hold |
880
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $20.6K | Sell |
880
-245
| -22% | -$5.73K | ﹤0.01% | 402 |
|
|
2023
Q3 | $25.2K | Hold |
1,125
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $25.7K | Hold |
1,125
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $25.9K | Hold |
1,125
| – | – | 0.01% | 381 |
|
|
2022
Q4 | $25.1K | Hold |
1,125
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $25K | Hold |
1,125
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $25K | Hold |
1,125
| – | – | 0.01% | 394 |
|
|
2022
Q1 | $28K | Hold |
1,125
| – | – | 0.01% | 394 |
|
|
2021
Q4 | $30K | Buy |
+1,125
| New | +$30K | 0.01% | 373 |
|