PWA
Peterson Wealth Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-226,170
| Closed | -$5.2M | – | 68 |
|
|
2023
Q1 | $5.2M | Sell |
226,170
-23,413
| -9% | -$538K | 1.43% | 12 |
|
|
2022
Q4 | $5.58M | Sell |
249,583
-3,980
| -2% | -$88.9K | 1.68% | 12 |
|
|
2022
Q3 | $5.53M | Sell |
253,563
-20,276
| -7% | -$442K | 1.86% | 11 |
|
|
2022
Q2 | $6.15M | Buy |
+273,839
| New | +$6.15M | 2.03% | 11 |
|