SMART Wealth’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 |
-24,076
| Closed | -$563K | – | 129 |
|
|
2023
Q4 | $563K | Buy |
24,076
+4,421
| +22% | +$103K | 0.31% | 44 |
|
|
2023
Q3 | $441K | Buy |
19,655
+388
| +2% | +$8.7K | 0.33% | 49 |
|
|
2023
Q2 | $440K | Sell |
19,267
-32,162
| -63% | -$735K | 0.33% | 53 |
|
|
2023
Q1 | $1.18M | Sell |
51,429
-44,909
| -47% | -$1.03M | 1.04% | 30 |
|
|
2022
Q4 | $2.15M | Buy |
+96,338
| New | +$2.15M | 1.62% | 21 |
|