Towerpoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,347
| Closed | -$213K | – | 81 |
|
|
2023
Q2 | $213K | Sell |
9,347
-24,225
| -72% | -$553K | 0.12% | 79 |
|
|
2023
Q1 | $771K | Sell |
33,572
-14,055
| -30% | -$323K | 0.44% | 41 |
|
|
2022
Q4 | $1.06M | Sell |
47,627
-13,358
| -22% | -$298K | 0.61% | 30 |
|
|
2022
Q3 | $1.33M | Sell |
60,985
-10,855
| -15% | -$237K | 0.8% | 28 |
|
|
2022
Q2 | $1.61M | Buy |
71,840
+22,700
| +46% | +$510K | 0.96% | 27 |
|
|
2022
Q1 | $1.23M | Buy |
+49,140
| New | +$1.23M | 0.61% | 33 |
|