LWA
Lantern Wealth Advisors’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 | $1.65M | Buy |
+69,459
| New | +$1.65M | 0.98% | 29 |
|
|
2024
Q4 | $1.45M | Sell |
61,751
-1,417
| -2% | -$33.3K | 0.94% | 33 |
|
|
2024
Q3 | $1.52M | Buy |
63,168
+3,550
| +6% | +$85.4K | 1.05% | 26 |
|
|
2024
Q2 | $1.38M | Buy |
59,618
+571
| +1% | +$13.3K | 1% | 27 |
|
|
2024
Q1 | $1.39M | Sell |
59,047
-110
| -0.2% | -$2.58K | 0.97% | 28 |
|
|
2023
Q4 | $1.38M | Buy |
+59,157
| New | +$1.38M | 1.08% | 26 |
|