Leicht Financial Planning & Wealth Management’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
2023
Q1
Sell
-289,294
Closed -$6.46M 28
2022
Q4
$6.46M Buy
289,294
+502
+0.2% +$11.2K 4.33% 11
2022
Q3
$6.3M Buy
288,792
+676
+0.2% +$14.7K 4.51% 10
2022
Q2
$6.47M Buy
288,116
+1,684
+0.6% +$37.8K 4.38% 10
2022
Q1
$7.19M Buy
+286,432
New +$7.19M 4.28% 11