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Rooted Wealth Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Rooted Wealth Advisors’s Portfolio SPHY Stock Details SPHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-48,817
Closed -$1.12M – 98
2023
Q1 		$1.12M Buy
48,817
+5,338
+12% +$122K 0.83% 30
2022
Q4 		$971K Buy
+43,479
New +$971K 0.81% 34