Patriot Financial Group Insurance Agency’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
Q1 | – | Sell |
-9,233
| Closed | -$216K | – | 501 |
|
|
2023
Q4 | $216K | Buy |
+9,233
| New | +$216K | 0.04% | 408 |
|
|
2022
Q1 | – | Sell |
-759
| Closed | -$20K | – | 2233 |
|
|
2021
Q4 | $20K | Buy |
+759
| New | +$20K | ﹤0.01% | 1229 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1993 |
|
|
2020
Q3 | $1K | Sell |
25
-5
| -17% | -$200 | ﹤0.01% | 1606 |
|
|
2020
Q2 | $1K | Sell |
30
-35
| -54% | -$1.17K | ﹤0.01% | 1583 |
|
|
2020
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 1493 |
|