Leading Edge Financial Planning’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 | – | Sell |
-122,024
| Closed | -$2.93M | – | 61 |
|
|
2024
Q3 | $2.93M | Buy |
122,024
+2,855
| +2% | +$68.7K | 0.98% | 13 |
|
|
2024
Q2 | $2.77M | Buy |
119,169
+5,690
| +5% | +$132K | 1.11% | 13 |
|
|
2024
Q1 | $2.66M | Buy |
113,479
+30,385
| +37% | +$713K | 1.18% | 14 |
|
|
2023
Q4 | $1.94M | Buy |
83,094
+60,621
| +270% | +$1.42M | 1.01% | 15 |
|
|
2023
Q3 | $504K | Buy |
+22,473
| New | +$504K | 0.32% | 38 |
|