KWS
Keystone Wealth Services’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Sell |
35,315
-9,889
| -22% | -$235K | 0.2% | 116 |
|
|
2025
Q1 | $1.06M | Buy |
45,204
+192
| +0.4% | +$4.5K | 0.29% | 85 |
|
|
2024
Q4 | $1.06M | Buy |
45,012
+458
| +1% | +$10.7K | 0.28% | 85 |
|
|
2024
Q3 | $1.07M | Sell |
44,554
-6,443
| -13% | -$155K | 0.3% | 79 |
|
|
2024
Q2 | $1.18M | Sell |
50,997
-4,104
| -7% | -$95.3K | 0.37% | 69 |
|
|
2024
Q1 | $1.29M | Buy |
55,101
+934
| +2% | +$21.9K | 0.42% | 59 |
|
|
2023
Q4 | $1.27M | Sell |
54,167
-281
| -0.5% | -$6.57K | 0.43% | 59 |
|
|
2023
Q3 | $1.22M | Buy |
54,448
+2,388
| +5% | +$53.5K | 0.46% | 51 |
|
|
2023
Q2 | $1.19M | Buy |
52,060
+6,533
| +14% | +$149K | 0.44% | 50 |
|
|
2023
Q1 | $1.05M | Buy |
45,527
+7,080
| +18% | +$163K | 0.43% | 56 |
|
|
2022
Q4 | $859K | Buy |
+38,447
| New | +$859K | 0.37% | 59 |
|