Triad Financial Advisors’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
$465K Buy
20,751
+1,036
+5% +$23.2K 0.16% 52
2023
Q2
$450K Buy
19,715
+61
+0.3% +$1.39K 0.18% 53
2023
Q1
$452K Buy
19,654
+12
+0.1% +$276 0.2% 48
2022
Q4
$439K Buy
+19,642
New +$439K 0.2% 55