MAG
Mokosak Advisory Group’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-147,013
| Closed | -$3.88M | – | 27 |
|
|
2019
Q4 | $3.88M | Sell |
147,013
-519
| -0.4% | -$13.7K | 2.34% | 12 |
|
|
2019
Q3 | $3.87M | Sell |
147,532
-2,709
| -2% | -$71K | 2.55% | 12 |
|
|
2019
Q2 | $3.93M | Buy |
150,241
+8,532
| +6% | +$223K | 2.65% | 12 |
|
|
2019
Q1 | $3.69M | Buy |
141,709
+2,544
| +2% | +$66.2K | 2.57% | 12 |
|
|
2018
Q4 | $3.44M | Buy |
+139,165
| New | +$3.44M | 2.66% | 12 |
|