Householder Group Estate & Retirement Specialist’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
Q4 | $44K | Sell |
1,909
-680
| -26% | -$15.7K | 0.03% | 221 |
|
|
2024
Q3 | $62K | Buy |
2,589
+710
| +38% | +$17K | 0.02% | 449 |
|
|
2024
Q2 | $43K | Buy |
1,879
+885
| +89% | +$20.3K | 0.01% | 509 |
|
|
2024
Q1 | $23.3K | Sell |
994
-1,353
| -58% | -$31.8K | 0.01% | 646 |
|
|
2023
Q4 | $54K | Buy |
2,347
+24
| +1% | +$552 | 0.02% | 448 |
|
|
2023
Q3 | $52.1K | Buy |
+2,323
| New | +$52.1K | 0.02% | 438 |
|
|
2023
Q1 | $47K | Buy |
+2,025
| New | +$47K | 0.02% | 456 |
|
|
2022
Q4 | – | Sell |
-233
| Closed | -$5K | – | 1018 |
|
|
2022
Q3 | $5K | Buy |
+233
| New | +$5K | ﹤0.01% | 870 |
|