LifePlan Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $19K | Hold |
771
| – | – | 0.01% | 348 |
|
2020
Q2 | $19K | Hold |
771
| – | – | 0.01% | 343 |
|
2020
Q1 | $17K | Hold |
771
| – | – | 0.01% | 339 |
|
2019
Q4 | $20K | Hold |
771
| – | – | 0.01% | 349 |
|
2019
Q3 | $20K | Hold |
771
| – | – | 0.01% | 346 |
|
2019
Q2 | $20K | Sell |
771
-3,562
| -82% | -$92.4K | 0.01% | 343 |
|
2019
Q1 | $113K | Sell |
4,333
-319
| -7% | -$8.32K | 0.06% | 172 |
|
2018
Q4 | $115K | Buy |
4,652
+631
| +16% | +$15.6K | 0.07% | 160 |
|
2018
Q3 | $103K | Buy |
4,021
+2,921
| +266% | +$74.8K | 0.06% | 181 |
|
2018
Q2 | $28K | Sell |
1,100
-79
| -7% | -$2.01K | 0.02% | 297 |
|
2018
Q1 | $30K | Buy |
+1,179
| New | +$30K | 0.02% | 275 |
|