Topel & Distasi Wealth Management’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
2022
Q2
Sell
-88,831
Closed -$2.23M 69
2022
Q1
$2.23M Hold
88,831
0.93% 34
2021
Q4
$2.36M Buy
+88,831
New +$2.36M 0.96% 36