RWM
Revisor Wealth Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
45,345
-39,844
| -47% | -$941K | 0.39% | 50 |
|
|
2025
Q1 | $2M | Buy |
85,189
+36,472
| +75% | +$854K | 0.89% | 21 |
|
|
2024
Q4 | $1.14M | Sell |
48,717
-53,940
| -53% | -$1.27M | 1.06% | 22 |
|
|
2024
Q3 | $2.47M | Buy |
102,657
+4,157
| +4% | +$100K | 1.54% | 12 |
|
|
2024
Q2 | $2.29M | Sell |
98,500
-36,534
| -27% | -$849K | 1.59% | 14 |
|
|
2024
Q1 | $3.16M | Buy |
135,034
+49,349
| +58% | +$1.16M | 1.43% | 15 |
|
|
2023
Q4 | $2M | Buy |
85,685
+5,412
| +7% | +$127K | 2.31% | 9 |
|
|
2023
Q3 | $1.8M | Buy |
80,273
+41,540
| +107% | +$931K | 1.53% | 14 |
|
|
2023
Q2 | $885K | Buy |
38,733
+5,544
| +17% | +$127K | 0.79% | 32 |
|
|
2023
Q1 | $763K | Buy |
+33,189
| New | +$763K | 0.7% | 33 |
|